Frequently Asked Questions

We manage payroll processing, employee setup, wage calculations, tax withholdings, direct deposits, payroll tax filings, year-end W-2s/1099s, and compliance reporting.

You will typically need: • Employer information (EIN, business address, state tax ID) • Employee information (name, address, SSN/ITIN, completed W-4 or W-9) • Pay rates, pay schedules, and pay types • Any benefit deductions or garnishments

We offer weekly, biweekly, semi-monthly, or monthly payroll depending on your business needs.

Yes. We process all federal, state, and local payroll tax filings.

Absolutely. We generate and file year-end forms for your employees and contractors.

We handle daily and monthly bookkeeping, including transaction recording, bank and credit card reconciliations, accounts payable/receivable, expense tracking, and general ledger maintenance.

We specialize in providing comprehensive financial management services tailored to meet the unique needs of your business. Utilizing QuickBooks, we offer you the capability to track expenses and manage cash flow seamlessly. Not only can you efficiently monitor your financial transactions, but you will also have access to hundreds of detailed reports available through the QuickBooks program. These reports allow you to manage your business effectively and accurately by providing in-depth insights into your financial status.

Clients usually provide: • Bank and credit card statements • Receipts and invoices • Payroll reports • Loan statements (if applicable) • Access to accounting software, if currently used

Yes. We specialize in catching up incomplete books, correcting errors, and organizing your financial records.

We prepare professional: • Income Statements • Balance Sheets • Cash Flow Statements These reports can be customized based on your industry or lender requirements.

To prepare accurate financial statements, we typically need: • Updated bookkeeping records • Bank and credit card statements • Payroll summaries • Loan/lease schedules • Prior period financials (if available) Our team provides a checklist tailored to your business.

Yes, we provide both. We analyze trends, profitability, cash flow, and key financial ratios to help you understand your performance and make informed decisions.

Absolutely. We prepare clean and accurate financials that meet lender, investor, and grant requirements.

Yes. We work with startups, small businesses, self-employed individuals, and established companies across multiple industries.