Link For New Client Questionnaire

Link For New Client Questionnaire (Copy & Paste In New Browser Window)
Bookkeeping Services

Remote Bookkeeping

All bookkeeping and payroll is performed remotely. Files can be managed through a secure server. Clients must be located in the United States.


Prepare Payroll For Employees including Direct Deposit if needed. Enter After The Fact Payroll if Client Prepares their own payroll.

Preparation of and Reporting Payroll Tax

Prepare 941 and State Payroll Tax Forms Based on Filing Requirements. Make Payments to The Internal Revenue Service and State.

W-2 and 1099

Completion and Submission of W-2’s and 1099’s.

Bill Pay

Track Bills Due. Communicate When Bills Are Due and Pay Bills Per Request.

Customer Invoicing

Prepare and E-Mail Customer Invoices. Reports generated to let you know when customers have not paid.

Bank and Credit Card Reconciliation

Monthly/Quarterly Reports

Financial Reports to you monthly and/or quarterly based on your needs

Sales Tax

Prepare and Submit Monthly or Quarterly based on filing requirement


All clients are rewarded with our referral program. When you refer a new client and they sign with us you will receive a discount that will be deducted from your monthly statement. Discounts are rewarded to you for each new business that signs up with us. Please inquire about our Referral Program for more information.