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SERVICES

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Bookkeeping

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Monthly services you will receive with your day to day accounting needs.

  • Transaction categorization.

  • Accounts reconciliations.

  • Financial reporting.

  • Year end services.

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Accounts Receivable Services

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Accounts receivable services streamline processes.

  • Invoicing and timely distribution.

  • Receive and record payments.

  • Coordinate with collections.

  • Advisement on A/R aging.

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Set Up

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Set up your online bookkeeping services to get you on the road to success.

  • Subscription and company settings.

  • Company and invoice customizations.

  • Chart of accounts configuration.

  • Connect banks and credit card accounts.

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Accounts Payable Services

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Customized accounts payable solutions based on your needs.

  • Fast and accurate bill entry.

  • Manual or electronic bill payment.

  • On-time bill payments.

  • Resolve bill discrepancies.

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Catch Up Service

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Bring your books up-to-date whether you’re 3 months or 3 years behind.

  • Uploading transactions from statements.

  • Categorization of transactions.

  • Year-end tasks and closing the books.

  • Financial reports for your tax preparer.

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