Daily Bookkeeping
- Chart of Accounts
- Bank Connectivity & Feeds
- Recurring Invoices
- Accounts Receivable
- Bill Payment & recurring bill setup
- Regular Financial Reporting : Balance Sheet, Profit & Loss, General Ledger, Cash Flow
- Cash Flow Analysis & Monitor
- Low-Balance Alerts to Client
- Bank Reconciliation
- Import Paper Receipts
Accounting and Tax Preparation
- Payroll Setup & Operations: W2 Employees & 1099 Contractors
- Quarterly Taxes: Sales, State, Federal, Payroll taxes
- Year-End Closure
Appendix
Services – Alphabetical
- 1099 filing
- Accounting
- Book cleanup
- Bookkeeping
- Book setup
- Business budgeting and forecasting
- Business plans
- Consulting
- Cost accounting
- Expatriate (non-resident) tax services
- Financial planning
- Financial reporting
- Financial services
- FreshBooks
- In-house CFO
- Inventory services
- IRS representation
- IT consulting
- Oracle NetSuite / Financials
- Payroll
- Personal financial planning
- Personal tax
- QuickBooks consulting
- QuickBooks Payroll
- QuickBooks setup
- QuickBooks training
- Self-employed Schedule C tax
- Small business tax
- Startup consulting
- Tax advice
- Tax consulting services
- Tax planning
- Tax preparation
- Tax services
- Tax setup
- Third-party Application Integration
- Xero, Gusto, ADP, NolaPro, …
Roles – Alphabetical
Accountant
Bookkeeper
Business Consultant
Computer/IT Consultant
Educator / Trainer
Tax Preparer
Value-Added Reseller
Industries – Alphabetical
- Agriculture / Farming
- Automotive Sales / Repair
- Computer / Software
- Construction / Contractors
- Consulting
- Design / Architecture / Engineering
- Financial Services
- Government Agency
- Hospitality
- Insurance / Brokerage
- Lawn Care / Landscaping
- Legal
- Manufacturing
- Medical / Dental / Health Services
- Non Profit
- Property Management
- Real Estate / Developer
- Retail
- Salon / Beauty
- Telecommunications
- Transportation, Towing, Repair
- Wholesale Distribution
- Other Service Industries