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Accts Payable & Accts Receivable |
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Monthly Financial Statements |
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Prepare Bank Reconciliations |
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Meetings and Correspondence |
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Regulate Cash Flows |
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Banking, Deposits, Transfers, & wires |
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Budgeting |
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Insurance reviews |
 |
Financing |
 |
Quickbooks - Banking Relationships |
|
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Tax planning & return preparation |
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Individuals |
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Corporations |
 |
Partnerships |
 |
LLCs/LLPs |
 |
Payroll |
 |
Taxing authority representation |
 |
Divorce and support issues |
 |
Tax effects of buying /selling an asset |
|
|
|
|
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Financial statement preparation |
 |
Bookkeeping (Monthly/Quarterly/Annual) |
 |
Accounting system setup for new businesses |
 |
Business tax return preparation (Sales & Use/Business
Property) |
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Personal financial statements |
 |
401K Audit |
 |
IRS Audit (O&C) |
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Business formation - Start-up - Expansion & Sale of
business |
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Business financial planning |
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