Industries We Have Helped
Clients We Serve
We offer a wide range of financial services to businesses and individuals. From bookkeeping and reporting, to tax preparation, payroll, and business consulting.
We are a team of professionals who are passionate about helping our clients succeed. We understand that your success is our success.
RESTAURANT & CAFE'S AND OTHER RELATED INDUSTRY
Quickbooks/POS
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POS systems: Square, Clover, Toast integration. Daily bank feed transactions, sales tax, bank reconciliations, review financial monthly, quarterly and annual.
ONLINE RETAILING
(incl AMAZON)
Amazon Sellers Market & Quickbooks
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Reconcile Inventory w/ Amazon Reports, record sales, payment transactions and fees into Quickbooks. Reporting & Sales Tax.
SMALL MEDICAL & VETERINARIAN OFFICES
Quickbooks & POS Systems
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Daily entering bank and credit card transactions, prep profit sharing reports, sales tax. POS payment systems
MANUFACTURING & RETAIL
Quickbooks, Volusion, Fishbowl, Shopify, Paypal, Venmo & Banking Merchant Accounts, Authorize.net
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Prepare & Analyze financial statements, Daily maintenance of the books and bank, credit card & merchant account reconciliations
CONSTRUCTION/
INSTALLATIONS
Quickbooks & POS Systems
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Daily entering bank and credit card transactions, prep profit sharing reports, sales tax. Bid integration into Quickbooks ie IPOINT
INTERIOR DESIGNERS
Quickbooks, IVY & Studio Designer
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Daily entering bank and credit card transactions, reconcile Ivy transactions w/ QBO & reporting
CERTIFIED PUBLIC ACCOUNTING FIRMS
Quickbooks/ProSeries
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Seasonal contractor to assist with overload work by prepping tax returns for 1040, S-Corp, Partnership, filing of sales tax and quarterly tax, various tax forms ie 8832,2553, and FBAR, and review and make adjusting journal entries of financials