Here’s what we’re known for:
- Stress-free QuickBooks set up, bookkeeping, training, and oversight
- Translating financial reporting and CPA-speak into understandable, useful information
- Finding less expensive alternatives to existing software and systems
- Accurate processing of simple to complex, multi-state payrolls
- Troubleshooting bookkeeping entries and financial reporting
- Tenacious follow-up re: overcharges, collections, and unexpected tax agency notices
We serve as a sounding board, proxy, colleague, and solutions finder for organizations to rely on as they level up. Have a look below to see if our offerings are a good fit.
QuickBooks
- Set Up/Custom Chart of Accounts
- Bookkeeping
- Customized Training
- Migration from other accounting systems
- Reallocations
- Payroll Integration
- Payment Processor Integration
- Account Reconciliations
- Allocation Architecture (Job/Customer/Donor/Project/Location)
- Income/Expense Reporting
- Budget Set Up and Reporting
- Troubleshooting
- Staff Q&A
Payroll
- Set Up
- Accounting Integration
- Processing
- Onboarding Systems
- Withholding Tax Registration
- Unemployment Registration
- Local Tax Registration
- Employee Updates as needed
- PTO Accrual Set Up
Benefits
- Sourcing
- Set Up
- Administration
- ERISA Compliance
- 5500 Filing
- Accounting Platform Integration
Additional Services
- Sales Tax Filings
- State Business Registrations and Renewals
- State Charity Registrations and Renewals
- App Integration/Troubleshooting
- 1099 Processing and Distribution
- Overcharges
- Collections
- Tax Notices
- CPA Liaison