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Our Services

SBA Accounting and Tax Solutions are designed to meet your specific needs so that you can focus on growing your business and improving its profitability. Each service is stand-alone or we can customize a package that will meet your needs. Here are a few sample packages:

Basic Accounting Services

  • Record up all transactions including deposits, checks, electronic funds transfers, and inventory maintenance
  • Journal entries as needed
  • Bank reconciliations
  • Maintain vendor/customer lists
  • Accounts receivable management
  • Monthly financial reports –P & L, Balance sheet, Budget vs Actual, Income and Expense Graph
  • Sales Tax Preparation
 QuickBooks Installation

  • QuickBooks Account setup
  • Chart of accounts
  • Preferences
  • Items list
  • Classes
  • Sales tax
  • Inventory items
  • Payroll
  • Vendor List
  • Customer list
  • Employee training
Controllership Service

  • Basic accounting services
  • P & L strategy work
  • Customization work
  • Job costing
  • Banking relationships
  • System documentation
  • Training
 Controller Elite Package

  • Basic accounting services
  • QuickBooks software, training and customization
  • Manager level analysis and cost strategy
  • Tax work
  • IT Support
  • Inventory solution

 

Our objective is to help make your make your business more efficient and more profitable. We do so by providing assistance in solving problems that you have when you have limited resources/or expertise with which to do it yourself. Companies that implement our services see minimal administrative costs with expert accounting reports to name only a few of the bottom-line business benefits.