Spend Management
- Manage Accounts Payable bill pay
- Pay your 1099 subcontractors
- Analyze accounts to reduce expenses
Income Management
- Manage Accounts Receivable invoicing
- Track cash inflows and outflows
- Analyze financial reports for profit ideas
Catch-Up / Clean-Up
- Setup and Organize accounting file
- Reconcile checking & credit accounts
- Analyze profit & loss statement
Job Budgeting
- Track projects, budgets, estimates
- Create Project Profitability Reports
- Review projects to reduce costs
Payroll
- Manage employee & subcontractor roster
- Use Gusto, OnPay, QuickBooks payroll
- File year-end W2, W3, 1099 forms
Taxes
- Prepare end-of-year tax documents
- Tax planning, strategy, deductions
- Tax return preparation and filing
