AM is in charge of daily transaction entries, monitoring your financials, fully coordinating all of the bookkeeping activities, and keeping you updated.
Seamless On-Boarding
Your AM will compile required information (Invoices, Bills, Payments, Bank Transactions, etc.) to set-up/transfer your QuickBooks file and connect your accounts to our system.
Catch-Up Bookkeeping
Behind on your books? No worries, we have you covered. Your AM will coordinate timely backlog turnaround.
Bill Pay
We take away the headache associated with managing, paying, and filing your bills.
Financial Statements
Financial reporting let you track your business health and performance through the year. At year end, we send a tidy financial package for tax time.
Account Reconciliations
We keep your bank and credit card accounts up to date by performing daily transactions and monthly/quarterly reconciliations.
QuickBooks Software Proficiency
Based on customer preference, we work with all three QuiBooks software options: Mac, Windows, and Online.
Electronic Form & Extension Filing
We save you time by electronically filing taxes,
estimates, extensions, 1099's, etc.
Employee Payroll & Payroll Tax
We make payroll processing and payroll tax filing a breeze by administering it electronically.
Financial Planning
We give you the tools and assistance necessary to maximize your company's working capital and grow your business through careful financial planning.
Invoicing
Never fall behind on receiving payment ever again! We send estimates and invoices to your customers on your behalf, monitor your receivables, and send out friendly reminders to those, falling behind on their payments.
Sales Tax Filings
Our software gives you tools and solutions to easily track and timely pay your company's sales tax obligations.
On-Site Visits
You are more than our customer, your financials are our priority. Account Manager constant contact and performs monthly customer visits to ensure 100% satisfaction.
Do-It-Yourself Support
For do-it-yourself entrepreneurs opted in to handle their own bookkeeping we provide remote and on-site support.
Virtual Office Package
We have your business registered at our prominent Lehigh Valley Address: One Bethlehem Plaza, where you will receive all of your business communication.