Bookkeeping Services
- Set Up Your Chart of Accounts
- Prepare and Process Vendor Payables
- Reconcile Bank Statements Monthly for all Bank Accounts
- Post Payroll and 401(k) from Payroll Providers
- Calculate Partner Revenue and Overhead Allocations
- Provide Trust Account Reconciliations (3-Way Reconciling)
- Provide Trust Account Compliance per State Bar Requirements
- Create Budgets
- Give You Financial Reports (P&L, Balance Sheet, General Ledger)
- Provide Cash Flow Management
- Institute Cost Cutting and Profit Building Protocols
- Work Closely with Your CPA for Tax Planning / Preparation
- ** We Do Not Prepare Tax Returns **
