ACCOUNTING

Our accounting services are tailored to meet your unique business needs, from daily tasks to complex financial projects. The list below includes some of our most common services, though it’s not an exhaustive overview of everything we offer.

New Company Book Setup

  • Create a customized chart of accounts

  • Establish accounting policies and reporting structure

  • Set up bank feeds, vendors, customers, and items

  • Configure payroll and tax settings

  • Provide training on maintaining accurate records

Cleanup of Existing Books

  • Review and correct account classifications

  • Clear duplicate or incorrect transactions

  • Adjust balances to match source documentation

  • Conduct informal internal audits to ensure financial accuracy

  • Provide forensic accounting services to trace errors & irregular activity

Software Integration & Training

  • Evaluate and recommend accounting software solutions

  • Migrate data from old systems or spreadsheets

  • Customize setup for company workflows and reporting

  • Integrate with payroll, POS, or CRM systems

  • Provide one-on-one or team training sessions

Multi-State Sales Tax

  • Register for state and local sales tax accounts

  • Set up correct tax rates in accounting software

  • Track taxable vs. non-taxable sales

  • Prepare and file monthly, quarterly, and annual returns

  • Respond to notices or discrepancies from state agencies

Multi-State Payroll & Payroll Tax Filings

  • Set up payroll for employees in multiple states

  • Calculate wages, deductions, and benefits

  • Prepare and file payroll tax reports (state and federal)

  • Reconcile payroll accounts and verify accuracy

  • Maintain compliance with varying state payroll laws

Asset Management

  • Record new asset purchases and disposals

  • Track depreciation schedules and accumulated balances

  • Maintain detailed fixed asset listings

  • Reconcile asset accounts to financial statements

  • Assist with year-end reporting and audit support

Preparation for Income Tax Filing

  • Review general ledger for completeness

  • Reconcile accounts to year-end balances

  • Organize financial statements and supporting schedules

  • Prepare fixed asset and depreciation reports

  • Coordinate with your tax preparer for smooth filing

Inventory Management

  • Set up and maintain inventory tracking systems

  • Reconcile inventory to general ledger

  • Monitor cost of goods sold and stock valuation

  • Identify inventory discrepancies and adjust records

  • Create reports for purchasing and forecasting

Cost Accounting

  • Analyze direct and indirect costs to improve efficiency and reduce waste.

  • Allocate labor, materials, and overhead accurately across jobs or products.

  • Prepare cost reports to support pricing and profitability decisions.

  • Track budgeted vs. actual costs for stronger financial control.

  • Deliver insights to optimize operations and resource use.

Full-Cycle Accounting

  • Enter and reconcile daily transactions

  • Maintain general ledger and journal entries

  • Produce monthly, quarterly, and annual financial statements

  • Manage accounts payable and accounts receivable

  • Review and close books at period-end