Bookkeeping & Financial Administration

​Keep your financial backend accurate, organized, and current.

Bookkeeping and Transaction Management

• Monthly bookkeeping

• Record day to day financial transactions and complete the posting process

• Transaction categorization

• Verify transactions

• Account reconciliation

Invoicing and Account Support

• Invoicing and billing support

• Accounts receivable support

• Process accounts receivable/payable and handle payroll in a timely manner

Payroll, Benefits, and Taxes

• Payroll administration

• Payroll Processing through Gusto automates employee payments, direct deposits, and payroll tax calculations with a user-friendly platform

• Benefits Administration allows you to manage employee benefits like health insurance, retirement plans, and other perks while ensuring compliance

• Complete tax forms

• Tax Filing takes care of all federal, state, and local payroll tax filings accurately and on time to avoid penalties

Reporting and Cleanup

• Financial reporting

• Enter data, maintain records and create reports and financial statements

• Bookkeeping cleanup

• Clean/Organize/Manage Quickbooks

• Setup fee required if reconciliation is overdue past 3 months

Note: Software fees are not included in the price below and vary based on company size and benefits.