What we do
Our Business Management Services include…
01.
Bookkeeping Services
Using QuickBooks, we offer timely bookkeeping and bill payment services, with monthly reporting and analysis.
02.
Payroll
We manage your online payroll system and deliver accurate paycheck deposits right to your employees’ bank accounts.
03.
Budgeting and Reporting
Need help with your annual budget? We can analyze your past income and spending, and future plans, to develop and monitor your budget.
Bookkeeping Services
David has kept the books for companies with renew in the millions, or non-profits of a much smaller size, since 1993. Primarily using QuickBooks, he’s helped company management stay organized with accounts payable and receivable.
Need more expert advice? We’ve worked for decades with CPAs both in person and remotely to solve more complex problems, serving as a liaison between the accountant and company management. We’ll work through the details and come back to you with a solution, or acceptable options.
Payroll Services
With three decades of experience using a variety of payroll services, David can help make sure your payroll gets delivered accurately, with federal, state and local taxes paid and reported appropriately.
As your needs change, we can recommend changes to your system, and work with your CPA in cases where multiple states are involved and tax rates change regularly.
Budgeting and Reporting
One of David’s strengths is his ability to work with business owners to analyze patterns of income and expense, creating budgets and projections for future planning.
We’ll work with you to implement your budget so you have monthly tracking and analysis, along with periodic reviews to determine if your plans should change.
Your business needs accurate and timely data to make decisions, and sometimes you need help determining what reports are actionable, and which are unnecessarily taking up your attention. We have the experience to help you sort through the data to hone in on what’s important.