We help you have more time to focus on your customers and building your business while we tackle the financial reporting that is necessary for any business to
succeed and thrive.
Setup and maintain customer's accounts receivable, invoicing and posting, processing of payments when received, prepare monthly accounts receivable aging and reconcile to the general ledger.
Set up the job-specific tax codes for use taxes for all of the states that a company performs work in.
Setup and file sales and use tax reports for companies to file and pay electronically for significant savings to the company which eliminates the need for a physical check, postage and man-hours to send to the state.
Process journal entries, month-end closing processes and reconciling of sales and cash receipt accounts to the general ledger.
Ensure the Accounts Payable - A/P and Accounts Receivable - A/R are in balance at the month-end.
Process monthly financials for reports to business stakeholders.
Reconcile accounts receivable and cash receipts.
Process all billings including tracking subcontracts, bonds, change orders and processing of subcontractor payments and lien waivers.
Bookkeeping records each and every transaction accurately and religiously to keep your company on the right track.
Each transaction entered into your bookkeeping ledger will have a corresponding receipt for a clear record of transactions at tax time making your CPA very happy.
Most business owners keep track of the big expenses like rent, utility bills, supplier invoices, and sales receipts, but forget to keep up with smaller receipts for things like business lunches, office supplies, and gas. We help business owners keep track of the small expenses to avoid leaving you with bigger tax liability at year’s end.
When you purchase items with personal credit or debit cards for your business or use your business accounts to pay for personal expenses, you muddy the waters when it comes to keeping your books.
To achieve clear-cut bookkeeping, be sure to keep your accounts separate to ensure you can properly write off expenses at tax time. If you need to fund your business account with personal money, transfer the cash to your business account rather than making business purchases with personal cash or credit.
Record day-to-day revenue and expenses in chronological order. Accountants classify and summarize transactions for financial reporting. Accountants use accounting standards and requirements to analyze financial information, and then create business reports and financial statements.
Keep up with recording, while accountants provide an accurate view of your small business performance and financial conditions so you can make better decisions going forward.
Both remain vital parts of your company’s financials, but mistakes made during the bookkeeping process can carry over to accounting, which is why accurate record-keeping is essential.
Since small business owners start off trying to perform their own bookkeeping often part-time, evenings, and weekends after a long week it often introduces mistakes that can be avoided.
While bookkeeping software certainly makes entering financial data relatively easy, a lack of time or education can lead to costly bookkeeping mistakes to make your CPA perform costly rework at year end tax time.
A ProAdvisor is a QuickBooks-certified independent accounting pro who can provide strategic insights to drive small business success. A ProAdvisor pushes more than numbers—they can help make your business the best it can be. Discover why small businesses are more successful with an accounting pro.
We are tested each year and certified by Intuit on a range of products as your QuickBooks ProAdvisor and here to help businesses get the most out of their accounting software.
Every small business owner should have at least some understanding of daily record-keeping practices and principles. Even if you hire an accountant to manage your books, you need to have a basic knowledge of how things work to ensure they’re being processed correctly.
We do everything except your taxes making CPAs love us!