General Ledger |
|
|
Reconcile bank accounts |
✓ |
✓ |
Reconcile electronic transactions into QuickBooks |
✓ |
✓ |
Reconcile credit card accounts |
✓ |
✓ |
Payroll |
|
|
Prepare payroll |
✓ |
✓ |
Submit payroll taxes to agencies |
✓ |
✓ |
Prepare payroll tax returns |
✓ |
✓ |
Provide employee access to electronic paystubs |
✓ |
✓ |
Provide employer access to electronic pay records |
✓ |
✓ |
Prepare W-2’s |
✓ |
✓ |
Pension Remittance |
✓ |
✓ |
Accounts Payable |
|
|
Process bills and vendor payments |
— |
✓ |
Track credit card expenses and receipts |
— |
✓ |
Process employee expense reports |
— |
✓ |
Prepare 1099’s for contractors |
— |
✓ |
Provide digital access to paid bills |
— |
✓ |
Tax |
|
|
Tax preparation |
✓ |
✓ |
Coaching |
|
|
Prepare monthly financial statements |
✓ |
✓ |
Prepare monthly budget reports |
✓ |
✓ |
Review pension compliance |
✓ |
✓ |
Review other employee deductions for compliance |
✓ |
✓ |
Tax planning |
✓ |
✓ |
General business consulting |
✓ |
✓ |
Quarterly video conference to review key performance measures |
✓ |
✓ |