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Below is a listing of some of the financial needs common to small businesses.

  • Cumulative monthly financial statements (Profit & Loss and Balance Sheet)  
  • Detailed General Ledger, Trial Balance and Journal Entries
  • Quarterly payroll taxes (Form 941 & C3)
  • Federal Unemployment Return (Form 940)
  • Withholding Statements for employees (W-2, 1099)
  • Sales Tax Reports- Monthly, Quarterly, or Annually
  • Monthly Bank Reconciliation
  • Business and Personal tax returns, audits, & reviews
  • Corporate Franchise Tax
  • Payroll Preparation
  • Regular review of bookkeeping records
 
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