We have talked about the results of what we do. The specific services are listed below. Please keep in mind this isn't an exhaustive list. If you are in need of a service that isn't listed, give us a call at 406-788-5227, Skype (suzette4fbs) or email us. We are happy to discuss the details with you.
In the Beginning:
* Create an accounting soution.
* Customize a Chart of Accounts.
* Enter vendor, customer and employee information.
* Enter inventory items, non-inventory items, services and other chargeable items.
* Customize templates for invoices, credit memos, and statements.
Day-to-Day:
* Download information from online sources.
* Enter data from your financial sources.
* Balance checking, savings and credit card statements.
* Monitor accounts for fraud.
Accounts Payable:
* Enter bills and invoices.
* Arrange payment.
* Enter payments.
* Notify client of payment dates and amounts.
* Monitor expenses and recommend cost reduction strategies.
Accounts Receivable:
* Create and send invocies.
* Enter client payments.
* Process credit card payments.
* Monitor past due invoices.
* Assess finance charges.
* Send statements.
Reporting:
* Preparing Profit-Loss Statements.
* Preparing Balance Sheets.
* Sales Tax Reports
* Payroll Reports
* Customized Daily, Weekly, Monthly Reports.
Taxes:
* Prepare monthly and quarterly sales tax reports for cities, counties and states.
* Prepare monthly, quarterly and annual payroll taxes including 941, SUI, FUTA, DLI, and individual state reports.
* Prepare annual 1099 and W2 forms.
* Prepare annual returns for Sole Proprietors (Schedule C and 1040), LLCs, LLPs, S-Corps and C-Corps on the state and federal levels..
* Prepare personal tax returns in conjunction with company returns on the state and federal levels.
Special Items:
* Prepare budgets.
* Review the financials within business plans.
* Set-up company based retirement plans.
* Incorporate your company at the state and federal level.
* Scan documents for electronic storage.
* Storage of your financial data.
