Spend Management
Manage Accounts Payable bill pay
Pay your 1099 subcontractors
Analyze accounts to reduce expenses
Income Management
Manage Accounts Receivable invoicing
Track cash inflows and outflows
Analyze financial reports for profit ideas
Clean-Up / Catch-Up
Setup and Organize accounting file
Reconcile checking & credit accounts
Analyze profit & loss statement
Job Budgeting
Track projects, budgets, estimates
Create Project Profitability Reports
Review projects to reduce costs
Payroll
Manage employee & subcontractor roster
Use Gusto, OnPay, QuickBooks payroll
File year-end W2, W3, 1099 forms
Taxes
Prepare end-of-year tax documents
Tax planning, strategy, deductions
Tax return preparation and filing
