- Checking
- Savings
- Money Market
- Brokerage
- Credit card accounts
Bank Reconciliations
Monthly or Quarterly
- Processing payroll
- Required payroll tax deposits
- Quarterly & Year End Returns:
Forms 940, 941, RT-6, W2 & W3
- E-verify
- 1099 NEC & 1099 MISC
Payroll
Live Processing or After the Fact Tracking for Returns
- Creating and mailing invoices
- Posting payments
- Completing bank deposits
Accounts Receivable
Customizable by Client
Determine the needs of each business.
Accounts Payable
Customizable by Client
- Notary Public Services
- Annual Report Filing
- Cleanup Projects
- Workers Compensation Audit
- Health Insurance Census
- Profit Sharing Census
Special Projects
List Not Fully Inclusive
I can calculate or use the figures you provide to file your Return.
Sales Tax Return
Monthly or Quarterly
Gather details of all household accounts, investments, retirement accounts, properties, etc. and create a financial snapshot.
Snapshot will be a single location to see all balances/values on a specific date in time.
Household Snapshots
Customizable by Customer
Are you:
-Advancing in age
-Widow/widower
-Someone with or have a child with Disabilities
-Young adult newly on your own
I will assist anyone who wants to be sure their (or a family members) bills are paid.
Household Bill Pay
Customizable by Customer
Marina, Restaurants, Insurance Agency, Holding Companies, Private Schools, Home Health Agency, Physician, Veterinarian,
Office Space Rental Company, Church, Marketing Agency, Custom Upholstery Company, Farms, Medical & Commercial Building Owners Associations, Non-Profits such as Homeowners Associations, Children's Medical Provider & Healthcare Professional Association, Afterschool Program, Political Campaigns, etc.
I understand not all businesses or households are built the same.
I will work with each of my client partners to select the services or build a package to best suite your needs.
Build Your Package
or
Select Individual Services
Customized for Customer
