Accounting, Bookkeeping &
CPA Support
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QuickBooks Online, QuickBooks Desktop, FreshBooks or similar Accounting software
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Account, client, employee, vendor set up and maintenance
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Bank, credit card, payroll & loan accounts... reconciliation
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Journal entries and adjustments
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Reconciliation of external accounts (Expensify, Bill.com, POS & e-commerce, etc.)
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Payroll, health insurance, state taxes, benefits management
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Forensic Accounting and resolution of any issues
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Data and document management
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Financial Reporting
Client On-boarding
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Set up client account (account connections,sync accounts etc.)
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Manage onboarding of new clients and prepare onboarding checklists as needed
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Manage internal staffs' payroll and tax documentation (1099s, W2s)
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Review and verify quarterly and year-end client reports and submit for approval
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Data Entry and import
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Create custom metrics report utilizing data analytics and visualization tools
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Document & task management
Historical Data Cleanup
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Historical financial data cleanup
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Historical account reconciliation
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Data entry and import
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Sales tax cleanup and submission
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Historical payroll and benefit cleanup, split and reconciliation
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Individual/Business Tax Filing Support
ACCOUNTING & FINANCE
All of our services are performed in our Massachusetts office
Never Outsourced
Our entire team is QuickBooks ProAdvisor certified
QuickBooks ProAdvisor
Assigned staff with direct phone, email & text support