Services:
- Bill paying
- Deposits
- Invoicing
- Payroll (includes tax reporting)
- Cafeteria plan (medical expense, dependent care)
- Sales tax reporting
- Bank reconciliations
- Certified QuickBooks® Professional Advisor
- Provide backup
- Work with CPA or tax preparer
- Transaction recording using:
-Bank statements
-Check register – or carbon checks
-Deposits from copies of items – or carbon deposit slips
Reporting:
- Cash flows
- Financial Statements
- Reports as needed for your CPA or tax preparer
Miscellaneous:
- Audit receipts to bills (example: Charge Cards)
- Filing/organizing
- Other projects as needed
Software experience:
- Quicken
- Quickbooks
- Peachtree
- Business Works
Work locations:
- Your office
- Your home
- My office