Embedded Files
Establish a New Business
File articles with the Secretary of State to establish new business.
File with the Internal Revenue Services to obtain an EIN (employee identification number).
Establish Payroll Accounts
File necessary forms to establish the Wage Withholding Accounts.
QuickBooks Online Setup
Order your QuickBooks Online subscription and set up an account.
Record the beginning account balances from a balance sheet that you provide.
Invite any users necessary to reflect your current accounting methods.
Enter / import company, customer, vender, and employee data from information that you provide.
Setup service items
Setup payment merchant processing
Connect and link bank / credit card accounts to bank feeds.
QuickBooks Online Payroll Setup
Order your Quickbooks Online Payroll subscription and create an account.
Setup Quickbooks Online Payroll settings.
Setup payroll schedule
Setup federal and state tax deposit and form filing schedule
Enter employee payroll information (pay rate, W-4 information, direct deposit information) that you provide.
Connect bank account for direct deposit.
Set up e-file for tax payments and forms to be filed.
If needed, obtain a quote for workers compensation insurance.
Bookkeeping Services
Organize / match / enter / reconcile / file all checks, deposits, and other transactions affecting the checking accounts. All vendor transactions (bills, receipts, purchase orders, credit card charges, etc.). All customer transactions (estimates, invoices, credit memos, etc.). According to monthly statements and entered from original documents provided by you.
Set up new customers, vendors, and accounts on an as needed basis.
Create and email any items needed / questions log for clarification each month and update accordingly once clarified.
Perform end of the month review. Pull, review, and email month end financial reports to business owners / managers.
Perform year-end review.
Oversee Quickbooks Online account and manage any items needed.
Email correspondence.
Payroll Services
Prepare and process payroll for your employees.
Oversee and manage state payroll and unemployment tax deposits.
Oversee and manage federal unemployment tax deposits and federal payroll tax returns.
On an annual basis oversee and manage W-2s, W-3 transmittal, and vender 1099s.
Set up employees as needed from original documents provided by you.
Consulting Services
Meet with clients one on one to consult with them on all things Quickbooks Online or Quickbooks Desktop. Teach bookkeeping and accounts principles. Help with entering transactions and reconciling accounts. Help with performing end of month review and producing monthly financial reports.
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