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Bookkeeping Services

Accurate record keeping is essential to a successful business yet can also be complicated and time consuming.  We help you with the organization and day to day tasks of bookkeeping so that you can focus on your core business.  From start ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.  

Our services include but are not limited to:

  • General Ledger and financial statement preparation

  • Bookkeeping (monthly, quarterly, or annual)

    • Data entry and classification​

    • Bank reconciliations

    • Financial Statements

    • Payroll

    • Payroll taxes

    • W-2s

    • 1099 preparation

  • Accounting system setup and support

  • Payroll processing

  • Cash flow budgeting and forecasting

  • Personal financial statements

  • Employee benefit and 401(k) plans

  • Tax planning and return preparation

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