Services.
Business Consulting Services:
• Provide strategic guidance to businesses, nonprofit organizations, associations, and community-based organizations.
• Assist with business planning, organizational growth, program development, and the implementation of new initiatives.
• Develop business development, revenue generation, sponsorship, and strategic partnership opportunities.
• Support organizations with stakeholder engagement, relationship development, community outreach, and external affairs.
• Advise on branding, communications, public relations, marketing, and organizational positioning.
• Assist with the planning and execution of events, conferences, workshops, meetings, and programs.
• Evaluate business operations, internal processes, organizational structure, and opportunities for improved efficiency.
• Provide project management and coordination for special projects, organizational priorities, and major initiatives.
• Help identify, evaluate, and implement business systems, technology platforms, vendors, and professional service providers.
• Facilitate strategic introductions and connect clients with trusted business, civic, corporate, and community resources.
• Provide ongoing executive advisory and consulting support based on the specific needs and objectives of your organization.
Bookkeeping Services:
• Reconcile your bank account and check register, identify errors and indicate needed
adjustments, and present a list of adjusting entries so that you may make the necessary
adjustments.
• Review your payroll records and calculate your required payroll tax deposit, if necessary.
• On a monthly basis, calculate and prepare any sales tax prepayment & tax return.
• Record all income and expenses, make any adjusting journal entries, and keep an up-to-date
and balanced general ledger. I will not audit, verify, or certify the accuracy of your
accounting records. I will present a balance sheet and/or profit and loss statement to
you on a monthly/quarterly basis.
*Quickbooks Payroll Subscription Not Included.
Payroll Services:
• Run biweekly payroll.
• Quarterly, I will prepare any necessary state and federal payroll tax returns. I will also
prepare any necessary quarterly sales tax returns.
• Annually, I will prepare all forms W-2 and/or 1099. I will also prepare any W-3 or 1096
forms, or I will e-file the equivalent data on your behalf.
*Quickbooks Payroll Subscription Not Included.
Set Up Services:
• Prepare your accounting file from scratch
• Create and map the chart of accounts to the balance sheet and profit and less statement
• Integrate banking systems with the accounting system
• Set up accounts receivable process including billing, invoicing, and aging.
• Set up of accounts payable via create card and check
• Key report set up including balance sheet, cash profit and loss statements by week and
month
• Recommendation on managing tax liability including saving 25-40% of your monthly
cash profits and setting them aside for tax payments.
• Set up your payroll system and the payroll dates and process for running payroll on an
ongoing basis.
Clean Up Services:
• Fix customer payments and credits that have not been applied correctly.
• Write off noncollectable invoices.
• Review your accounts receivable aging summary report for any additional corrections,
updates, or changes that need to be made to your accounting file.
• Fix vendor payments and credits that have not been correctly applied.
• Look over your unpaid bills report for any additional corrections, updates, or changes
that need to be made to your accounting files.
• Reconcile your bank accounts and credit card accounts.
• Locate discrepancies in your bank reconciliations.
• Reclassify transactions that have been incorrectly recorded into your accounting files.
• Look over your working trial balance for misclassifications, data entry errors, and
prepare a list of suggested adjusting journal entries to correct these bookkeeping
mistakes.
• Troubleshoot prior account balances that have been changed.
• Look for changes to your company’s chart of accounts.
• Review the setup of your accounting file and make any necessary corrections.
• Inform you of changes to your customer and vendor lists.
• Find changes to your business’ fixed asset items.