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Business Name:
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  • Business Entity

    Corporation   S-Corporation    LLC   
    Partnership    Sole Proprietorship

  • Full Service Accounting

    Accounts Payable              Accounts Receivable
    Payroll Processing              Job Cost Tracking
    Advanced Cost Tracking    Sales Tax Processing
    Trust/Escrow Accounting and Reconciliation
    Preparation of monthly/period end Financials

    Frequency
    Weekly   Bi-Weekly   Semi-Monthly
    Monthly
  • Monthly/Period End Only

         Check if the following additional Month/Period-End Only services are needed

    Sales Tax Processing   Monthly   Quarterly

    Payroll Tax Processing (Quarterly and annual returns and forms)

    Frequency
    Monthly  Quarterly  Annually

  • Specialized Quickbooks Services

         (Note: If you would like ongoing QB Services, please check the appropriate options within the Full Service
    Accounting Category
    )

    Set-Up (Enter company, customer, vendor, employee, inventory, sales tax, beginning balances, etc.)

    Training (Eight hours of instruction on company set up...customer, vendor, employee and item set up...writing checks and paying bills...invoicing and receiving payments...inventory...payroll...file backup)

    Diagnostics (Review your Quickbooks company file, recommend changes, execute and implement changes upon approval)

    Additional Information (Require some additional information to help decide on employing services...please contact me)


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