Outsourced Bookkeeping

  • Accounts Receivable – Customer Billing
  • Accounts Payable – Bill Paying 
  • Account Reconciliations
  • Budget Preparation & Management
  • Cash Flow  Statement
  • Financial Reports – Balance Sheet, Income Statement, Budget vs Actual
  • General Ledger Maintenance
  • Personal Property Tax Returns
  • Sales Tax Returns
  • QuickBooks  Set up & Customization


Outsourced Payroll

  • Payroll Processing – Weekly, Bi-weekly, Semi-Monthly, Monthly
  • Employee Direct Deposit
  • Payroll Tax Remittance
  • Quarterly Reporting
  • Annual Reporting  
  • Benefit and Other Deductions
  • W-2, 1099s


  • QuickBooks Desktop or QuickBooks Online Training
    • Make the best use of the software you have
    • Initial set up or review and revamp of current set up
  • Profit First Implementation
    • Cash flow methodology that makes sure you pay yourself, your expenses, your taxes plus fund your dreams! 
  • HR Consultation – Position yourself to avoid costly law suits
    • Policy Manual – creation, review and recommendations
    • I-9 Compliance – creation and corrections
    • Job descriptions and ADA compliant language
    • Performance reviews and documentation
    • And more!

Contact us today for more details on our services or to schedule an appointment.

Profit First Certified Professional

Profit First




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