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The key to a successful business is always financial and record keeping is a vital foundation of that success.

  • 24 hour or less response time

  • Interfacing with CPAs, Tax preparers

  • Track/Post expenses/deposits

  • Timely payments to vendors/suppliers/employees and state & federal taxes preventing late fees and fines

  • Create financial statements/reports - Review and analyze where the financial health of the business, it's strengths and weaknesses

  • P & L Statements: Required by lenders for capital loans; required when selling a business

  • Monthly AR Aging Reports to ensure timely incoming deposits

  • Track growth; review analytics to determine which efforts or products are most effective, which marketing works both vital for future planning

  • Report prep for CPA/tax preparers at tax time.  Organized tax documents save time for the CPA and for the business

  • Focusing on your vision, let us handle all bookkeeping duties

 

Value
 

203-940-0967
 

Assurance Bookkeeping
Bookkeeper explains Quickbooks
Bookkeeper helps enter data for tax returns

Offering:

Daily, monthly, quarterly and yearly functions

  • Payroll Service

  • 1099 service

  • Quarterly IRS tax payments

  • 940 & 941 payments

  • Profit & Loss statements

  • Sales & Use Tax payments

  • Balance sheets

  • Financial Performance Report with KPIs

  • Annual Reports

  • Record transactions

  • Document & file receipts

  • Review unpaid bills/pay vendors

  • Filing system creation and/or maintenance

  • Prepare & send invoices

  • Accounts Payable/Accounts Receivable

  • Aging Reports

  • Collections

  • Review projected cashflow

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203-940-0967
 

Better Business Bureau member
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