| | Business Set-up - Legal Entity Selection & Structuring
- Business Incorporation
- Legal Registration & Filings
QuickBooks Experts - New Data File Set Up
- Support & Training
- Network Set Up
- Troubleshooting
- Importing Data
- Remote Access
Accounting System Setup - "Clean-up" of Existing Accounting
- Chart of Accounts
- Record Keeping Systems
- Internal Controls
- Physical and Electronic Files
- Policies & Procedures
- Office Setup
Payroll Services - Payroll Processing (Including 3rd Party)
- Payroll Tax Payments & Reporting
- Direct Deposit or Paychecks
- New Hire Set Up (W-4s, I-9s, etc.)
- Expense Reports
- W2 & W3 Preparation
- Policies & Procedures
- Vacation & Sick Accrual
Human Resources - Hiring & Termination Assistance
- Employee File Set Up and Maintenance
- Employee Benefits Set Up and Administration
- Compensation Options
Management Support & Consulting - Loan Packages & Financing Assistance
- Contract Management
- Job Costing
- Structuring Debt Financing
- Cost Accounting
- Due Dilligence Preparation for Sales or Equity Financing
- Company Purchase & Sales Assistance
Monthly / Quarterly / Year-End Close - Financial Statement Close
- Pre-Tax Preparation
Point of Sales & E-commerce Shopping Carts - Setup Assistance
- Report Setup & Interpretation
- Ongoing Management
- Interface with QuickBooks
| "Virtual" CFO services - Financial Statement Preparation & Analysis
- Budgeting and Forecasting
- Strategic Planning
- Cost-Saving Recommendations & Strategies
- Management Reporting & Dashboards
- Liaison with Auditors, Tax CPA's, Attorneys
- Employee Supervision & Vendor Management
- Tax Planning Strategies
Regulatory Compliance - Sales & Use Tax
- Personal Property Tax
- Franchise Tax
- Due Date Tracking
- Estimated Income Tax Payments
- Audit Assistance
- Corporate Record Maintenance
Cash Management - Online Banking
- Cash Flow Projections
- Strategies to Maximize Cashflow
- Cash Flow Management & Monitoring
- Credit Card Merchant Account Processing
- Banking Relationships
- Foreign Exchange
Accounts Receivable & Invoicing - Electronic Invoicing
- Monitoring & Collection
- Customer Reporting
- Credit Management
Accounts Payable & Vendor Management - Efficient Payment Process Cycles
- Purchasing Assistance & Vendor Recommendations
- Credit Establishment
- Credit Card Transaction Importing
- Workers Comp Audits
- 1099s & 1096s
- Insurance Management Strategies
Other Bookkeeping & Accounting - Data Entry, Filing & Documentation
- Account Reconciliations
- General Ledger & Adjusting Journal Entries
- Inventory & Purchasing
- Fixed Asset Management
- Owners Equity
- Inter-Company Accounting
- Revenue Recognition
- Personal Financial Statements
Other Services - Brokering Colorado Conservation Easement Tax Credits
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