- 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
- 1099 NEC & 1099 MISC
Payroll
Live Processing or After the Fact Tracking for Returns
- Creating and mailing invoices
- Posting payments
Accounts Receivable
Customizable by Client
For corporate bill payment services, I will conduct a thorough assessment to pinpoint the specific requirements and operational nuances of each business client. This enables me to customize a bill payment solution that seamlessly integrates with your company’s existing financial workflows and optimally serves your needs.
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 accurately calculate and utilize the figures you provide to file your sales tax return.
Sales Tax Return
Monthly or Quarterly
I will meticulously compile data on your complete financial landscape, encompassing all household accounts, investment portfolios, retirement funds, real estate holdings, and any other assets.
From this comprehensive data, I will craft a consolidated financial overview, providing you with a single access point to view the balances and values of all your holdings as of a particular date. This snapshot will offer you a clear, holistic picture of your financial status at a glance.
Household Snapshots
Customizable by Customer
Are you:
-Advancing in age
-A widow or widower
-An individual with disabilities, or caring for a child with disabilities
-A young adult establishing your independence
I offer bill payment assistance services to anyone seeking assurance that their own, or a family member’s, financial obligations are met consistently and reliably. Regardless of your life stage or circumstances, I am here to provide you with dependable support.
Household Bill Pay
Customizable by Customer
Air Conditioning Contractor, Interior Designer, Scuba Dive Shop, Private Chef, Yoga Studio, Wellness Coach, Physician, Farms,
Hair Salon, Makeup Artist, Marina, Restaurants, Insurance Agency, Holding Companies, Home Health Agency, Medical & Commercial Building Owners Associations, Veterinarian, Office Space Rental Company, Church, Marketing Agency, Custom Upholstery Company, Non-Profits such as Private Schools, Youth Sports Organizations, Homeowners Associations, Children's Medical Provider & Healthcare Professional Association, Afterschool Program, Political Campaigns, etc.
I recognize that each business and household has unique requirements and challenges.
To best serve you, I will collaborate closely with you to tailor a solution that aligns perfectly with your specific needs and preferences.
Whether selecting from my range of services or crafting a custom package, my aim is to provide unparalleled value and support to each client partner.
Build Your Package
or
Select Individual Services
Customized for Customer
