Accounts Receivable + Accounts Payable + Monthly Bank & CC Reconciliations. Includes reviewing of P&L and Balance sheet + issuing of timely financial reports with feedback about any concerns once the books are closed for each period.
Have a mess on your books? Need someone with a trained and experience eye to comb over transactions, make correcting entries and get processes in order? This can entail more work than expected because we are essentially auditing your financials and getting them in tip-top shape. The goal is making all necessary adjustments to your books to be GAAP compliant & efficient for day-to-day transactions and the reconciliation process.
Whether you use a third party payroll service or want this done in-house via QuickBooks Payroll, we can help.
Navigating the intricate landscape of corporate and personal income taxation is a daunting task, but fear not – we are here to ensure your company's tax returns are not just compliant, but optimized.
Training can include how to use functions within QuickBooks so you or your staff can complete tasks independently, how to generate financial reports, or basic bookkeeping skills. This can be customized based on your needs.
If we handle your payroll processing, we can handle your annual W-2 processing as well. We can take care of your 1099 annual processing regardless if you utilize our payroll services.
Rebecca has been an NC Certified Public Notary since 2010. She can notarize business or personal related documents. Fees charged for notarizing is regulated by the state and is currently $5/signature.
If you prefer in-person visits to your office, we can travel to you for any of our services. We charge a travel fee which is the total round trip miles billed at the annual IRS mandated rate. Check the IRS website for current year rates.
Sales and Use Tax is more complex than most business owners think. We are seasoned in handling Sales & Use tax for North Carolina. For Multi-State Tax, a consultation is required to discuss the nature of the business being conducted in each state, the complexity of managing sales & use tracking, and we can advise if you need a more robust compliance and sales tax vendor than what we can offer. We want every client to be 100% compliant in State, Local and Economic Nexus rules.
For any annual business reporting or license filings related to the county, NC SOS or NC DOR.
Let's talk numbers, stats, trends and projections based on your business needs and goals.
We can generate an annual budget based on your business goals. From this, we can set up monthly amounts to keep your spending in line + pull special reports to compare your budget vs actual profit and expenses. For Cash Flow statements, we can construct custom templates based on your business structure and AP schedule and update them to keep a closer eye on money coming in and going out.
KPIs (Key Performance Indicators) can be as basic or as specific as your business needs. A consultation is required to determine what all will be needed and what KPIs will be measured. We can construct a custom template to use on a recurring basis monthly, quarterly, bi-annually or annually.
Don't have a clue how to read a Profit & Loss statement or Balance Sheet? Don't know how to understand the way they relate to each other and flow of transactions? Let us teach you in a one-on-one setting with an organized curriculum to get you up to speed on financial literacy.
All clients are required to supply necessary documents to complete services . Failure to provide this information can result in process delays, fees, and penalties.