Our Business Services
Business services can be broadly divided into two categories: consulting services and business support services. Consulting services are those which provide recommendations on a certain subject or project. Business support services are those which help businesses run more efficiently by handling their day-to-day tasks for them. We can do both.
Financial Software
Operating Systems:
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POS Systems: Clover, Toast, DoorDash, UberEats, Grubhub, BentoBox, Square
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Inventory & Cost Control: Apicbase
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Quickbooks Online
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Xero
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POS Systems Integration
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Bill.com, Ramp,Expensify,Hubdoc
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Payroll systems: Gusto,Paychex, Just Works & ADP
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Financial Combined systems: Jirav & JOIIN
Bookkeeping
Daily/Weekly Transactions includes:
Download Banking & Credit Card Transactions
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Record each transaction
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Apply payments to Invoices/Bills
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Monthly General Journal Entries
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Payroll - prepare and/or record transactions in ADP, Quickbooks, Paychecks & Gusto
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Virtual Folder & File Organizing
Reporting
AI-generated reporting (Claude & Co-Pilot) includes:
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Financial Statements: Balance Sheet and Profit & Loss
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Cash Flow
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Forecasting: Budgets vs. Actuals
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Inventory Valuation Reports
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Review of Accounts Receivable and Accounts Payable
Filings-Assist CPA
Monthly, Quarterly & Annual Filings includes:
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Sales Tax filings
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Payroll Tax Filings - Federal and State
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Assist CPA's with Tax Filings: 1120, 1120S, 1065, 1040, 2553 & FBAR
Business Consulting
Includes:
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Accounting Staff Training & Hiring
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Expense vs Income Analysis
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Bank Financing
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Factoring
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Communicating w/ CPA's & Auditors & Banks
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Prep and assist w/ Bank, IRS, & State Audits
