SERVICES

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STANDARD MONTHLY BOOKKEEPING SERVICES (Includes Accounting Software Subscription)

  • Secure Document Collection & Management

  • Record Journals

  • Post General Ledger

  • Reconcile Bank/Credit Card Statements

  • Post Earnings Records

  • Prepare Monthly Financial Statements (Balance Sheet, Income Statement, Statement of Cash Flows)

  • Contact with Your CPA/Tax Preparer (if using someone else)

 

ADDITIONAL SERVICES

  • Xero or Quickbooks Online (QBO) setup

  • Historical Cleanup of Books

  • Budgeting & Benchmarking

  • Accounts Receivable

  • Accounts Payable

  • Payroll

  • Internal Controls/Audit Trail

 

ADDITIONAL BUSINESS SERVICES

  • Business and Personal Tax Preparation and Filing

  • Medical Billing & Coding (CPT, ICD-10-CM, HCPCS Level II)

  • Business Startup Consulting/Help

  • Basic Website Building