This package is more suitable for small businesses that require more attention and features to properly handle their bookkeeping needs, such as managing Accounts Payable and Accounts Receivable, tracking Inventory, and more complex bookkeeping functions. For these clients we utilize the full extent of QuickBooks Online's capabilities to provide them with every solution possible to address their needs and make things convenient for them.

We make sure that every asset has been valued, every liability tracked, and every expenditure recorded and accounted for. We've also expanded the number of bank accounts that we monitor and look for any discrepancies that may appear, notifying the client so that they are made aware. If you're at the stage where you need to draft 1099s for independent contractors we can also help with that.

Bill Pay through QuickBooks Online: As part of this package we can take over paying your monthly bills regarding your business through QuickBooks Bill Pay system.
Monthly Balance Sheet Reconciliation: We'll reconcile the Balance Sheet every month, taking into account every Asset, Liability, and Equity Account and sub-account.
Monthly Bank Reconciliation (for up to three bank accounts): We will monitor the transactions of three bank account that you use for your business. Any expenses incurred or purchases made for the sake of the business will categorized, and then reconciled so that they match the records in the books.
Monthly Credit Card Reconciliation (for up to three credit cards): We will monitor the transactions of three credit cards and properly categorize them for the sake of accuracy.
Monthly Financial Reports consisting of: In this package the number of reports that we provide include, but are not limited to:
- Accounts Payable Aging Report
- Accounts Receivable Aging Report
- Profit and Loss (Income Statement)
- Balance Sheet
- Cash Flow Statement
- Invoices
- Sales Tax Liability
Sales Tax: We keep track of the sales tax that you collect as well as the dates when they need to be remitted so that we can get them sent to the appropriate state agency.
Secure Virtual Document Storage: Using SmartVault we provide a secure storage center for you to upload or receive important documentation, all without the need to travel and accessible from your desktop or laptop.

For Growing Businesses

Our services with this package include:

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