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Accounting, Bookkeeping &

CPA Support

  • QuickBooks Online, QuickBooks Desktop, FreshBooks or similar Accounting software

  • Account, client, employee, vendor set up and maintenance

  • Bank, credit card, payroll & loan accounts... reconciliation

  • Journal entries and adjustments

  • Reconciliation of external accounts (Expensify, Bill.com, POS & e-commerce, etc.)

  • Payroll, health insurance, state taxes, benefits management

  • Forensic Accounting and resolution of any issues 

  • Data and document management 

  • Financial Reporting

Client On-boarding

  • Set up client account (account connections,sync accounts etc.)

  • Manage onboarding of new clients and prepare onboarding checklists as needed

  • Manage internal staffs' payroll and tax documentation (1099s, W2s)

  • Review and verify quarterly and year-end client reports and submit for approval

  • Data Entry and import

  • Create custom metrics report utilizing data analytics and visualization tools

  • Document & task management

Historical Data Cleanup

  • Historical financial data cleanup

  • Historical account reconciliation

  • Data entry and import

  • Sales tax cleanup and submission

  • Historical payroll and benefit cleanup, split and reconciliation

  • 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

Dedicated Staff

Industry Expertise:

Financial Services . Consulting . Software . Start Up . Health Care . Construction . Non-Profit . E-commerce

TELEPHONE

781-489-3743

ADDRESS

FOLLOW US

@2022 BraunWeiss

2223 Washington St Suite 102

Newton Lower Falls, MA 02462

CONTACT