Individual Services

Individual Basic Service – “After-the-fact” professional record-keeping

  • Compile monthly transactions into accounting software
  • Reconcile cash accounts and update cash position
  • Reconcile credit card, loan, other liability accounts
  • Provide digital copy of monthly records
  • Provide customized financials, including balance sheet and profit and loss statement
  • Additional special services provided upon request at reduced rate

Individual Full Service – Full-charge professional bookkeeping

  • Pick up mail, open, sort, scan, and distribute
  • Track bills, verify authorization, and schedule for payment
  • Track payroll and other income for tax planning
  • Reconcile cash accounts and update cash position
  • Reconcile credit card, loan, other liability accounts
  • Provide digital copy of monthly records
  • Provide customized financials, including balance sheet and profit and loss statement
  • Additional special services provided upon request at reduced rate

Additional Customized Individual Services Available

  • Domestic employer payroll calculations and required payroll tax returns
  • Customized Chart of Accounts and initial QuickBooks setup
  • Budget set-up and tracking
  • Assistance with submittal and tracking of medical claims
  • Special projects – custom reports, analysis, or assistance with large projects
  • Notary services