Through our SmartKeeper service we offer off-site bookkeeping services for small to mid-sized companies and individuals.

Our services include:

Business SmartKeeper Services

  • Customer invoicing
  • Bill paying
  • Bank and credit card reconciliations
  • Accounts receivable
  • Accounts payable
  • Basic checkbook data entry
  • Posting of payroll data
  • Electronic filing and paying of monthly/quarterly tax obligations
  • Annual 1099 Reporting
  • Monthly snapshot report

Personal SmartKeeper Services

  • Review and pay household bills
  • Handle household employee payroll and reporting requirements
  • Reconciliation of bank and credit card accounts
  • Prepare requested expense reports
  • Manage cash flow and cash reserves
  • Handle mail and document retention
  • Organize tax information