Bookkeeping/General Ledger Services

• Document all financial transactions of the business including accounts payable, accounts receivable, sales, etc.
• Provide a profit and loss statement at the end of the month and the end of the year.
• Provide financial reports needed to better manage your business and give you a real time financial assessment of your company’s status.

Required Documents

• Profit and loss statement year to date
• List of all assets with their values
• Owner information (name, address, ssn, etc.)
• Copies of all bills
• Copies of all invoices

Provider Background

• BS in Accounting
• Master’s Degree in Business Administration with Concentration in Management
• 25 years of experience in Tax Preparation