Services
Accounting
Reconcile bank and credit card accounts
Categorize transactions
Invoice clients
Annual close of books
Annual meeting to review books and prepare next year
Controller
All Services in Accounting Package
Setup bill payments for client to approve
Track, gather and setup W-9 information for 1099 vendors
Communicate with Payroll company to run payroll and resolve any issue
Resolution of vendor issues
CFO
All Services in Controller Package
Quarterly meetings to review books and prepare next year
Produce 1099s for end of year reporting. Cost of filing with Federal and State governments included
Budget setup, modifications and analysis, run monthly budget versus actual report. Send to client
A/R and A/P tracking
Keep track of and pay tax estimates.
