● Monthly bookkeeping & transaction categorization
● Bank & credit card reconciliation
● Accounts payable & receivable management
● Monthly financial statements (P&L, Balance Sheet, Cash Flow)
● Year-end closing & tax preparation support
● Dedicated bookkeeper assigned to your account
● Full payroll processing (weekly, biweekly, semi-monthly, monthly)
● Direct deposit setup & management
● Federal, state & local tax filings
● W-2 and 1099 preparation & filing
● New hire onboarding & termination processing
● Benefits administration support
● Compliance monitoring & reporting
● QuickBooks Online setup & migration
● QuickBooks cleanup & catch-up bookkeeping
● Bank reconciliation (standalone)
● Financial report preparation
● 1099 preparation & filing
● Sales tax filing
● Accounts receivable management
● Accounts payable management
● Strategic financial planning & budgeting
● Cash flow forecasting & management
● KPI development & tracking
● Financial modeling & scenario analysis
● Board reporting & investor relations support
● Growth strategy & funding guidance
