Basic Bookkeeping Monthly Services

  • Record transactions for bank accounts, credit cards, grants, and loans

  • Monthly financial account reconciliation

  • Monthly reporting: Income Statement, Balance Sheet, and Statement of Cash Flows

  • Monthly consultation and interpretation of financial statements

  • Budgeting and Benchmarking


Additional Bookkeeping Services

  • Accounts Payable processing

  • Accounts Receivable processing

  • Payroll Processing

  • Quarterly & Sales Tax Payments

  • Financial Reports

  • Historical Clean Up


  • Prepare Federal and State returns for Individuals, Partnerships, and Self-Employed

  • Prepare and file 1099s

  • Prepare and file W2s

  • Prepare and file 990 with Federal and State

Tax Preparation Services