
Bookkeeping Services
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Transaction Categorization
Organizing income and expenses for accurate financial records.
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Bank & Credit Card Reconciliation
Ensuring your accounts match your records.
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Payroll Processing
Ensuring employees and contractors get paid on time.
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Accounts Payable
Tracking and paying vendor bills.
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Accounts Receivable
Creating invoices and following up on payments.
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Financial Reporting
Monthly profit & loss statements, balance sheets, and cash flow reports.
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Sales Tax Filing
Preparing and submitting sales tax reports.
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Clean Up
Fixing past financial records for businesses that are behind.
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Tax-Ready Books
Preparing your financials for tax filing and working with CPAs.
Administrative Services
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Business Licenses & Management
Assist with obtaining, renewing, and tracking necessary licenses and permits.
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Policy & Procedure Documentation
Develop, document, and update internal policies and standard operating procedures for consistent operations.
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File Organization & Archiving
Create a systematic filing system for digital assets, making document retrieval fast and efficient.
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Compliance & Regulatory Support
Monitor and manage documentation and deadlines.
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Social Media & Content Scheduling
Plan and schedule social media posts and content calendars.
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CRM & Contact Management
Maintain and update customer databases to enhance relationship management and communication.
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Document Preparation & Mangement
Draft, format, and store essential documents to ensure smooth communication and operations.
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Website Maintenance & Updates
Ensure your online presence remains current and secure.
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Business Branding
Create and customize branding for your business.