Taxes    &     BookkeepinG

• PERSONAL Returns: Married, Single, Single  Parent, College Student

• BUSINESS Returns: Sole Proprietorships, LLC, Corporations

ACCOUNTS Payable:

• Processing vendor invoices

• Managing bill payments

• Reconciling vendor statements

ACCOUNTS Receivable:

• Generating customer invoices

• Tracking payments received

• Following up on overdue invoices

BANK Reconciliation:

• Reconciling bank statements with company records

• Identifying and resolving discrepancies

DATA Entry:

• Recording financial transactions into accounting software

• Maintaining accurate and up-to-date records

PAYROLL Processing:

• Calculating and processing employee paychecks

• Filing and paying payroll taxes

• Managing employee deductions and benefits

FINANCIAL Reporting:

• Preparing basic financial statements (income statement, balance sheet, cash flow statement)

• Generating reports for management or other stakeholders

SALES Tax:

• Calculating and filing sales tax returns

• Ensuring compliance with sales tax regulations

Financial Management:

• Budgeting & Forecasting: Creating and managing budgets, forecasting cash flow, and performing financial analysis.

• Financial Reporting: Preparing financial statements, tracking key performance indicators (KPIs), and providing financial reports.

• Accounting & Bookkeeping: Handling accounts payable and receivable, managing payroll, and reconciling bank statements.

Operations Management:

• Process Improvement: Identifying and streamlining business processes to increase efficiency and productivity.

• Project Management: Overseeing and managing projects, ensuring they are completed on time and within budget.

• Supply Chain Management: Managing inventory, procurement, and logistics.

Human Resources Management:

• Recruitment & Hiring: Assisting with job postings, screening resumes, and conducting interviews.

• Employee Onboarding & Training: Developing and implementing onboarding programs and training materials.

• Payroll & Benefits Administration: Processing payroll, managing employee benefits, and ensuring compliance with labor laws.

Strategic Planning & Growth:

• Market Research & Analysis: Conducting market research and competitive analysis to identify growth opportunities.

• Business Development: Developing and implementing business growth strategies, such as expanding into new markets or launching new products.

• Strategic Planning: Assisting with the development and implementation of long-term business plans.

Technology & Systems:

• IT Support & Maintenance: Providing IT support and maintenance services, including hardware and software troubleshooting.

• Data Management & Analysis: Implementing and managing data management systems, and analyzing data to identify trends and insights.