Bookkeeping Services

We offer off-site bookkeeping services for small to mid-sized companies and individuals.

Business 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 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