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Upon engagement clients are provided a certificate of insurance naming them additional insured against a $20,000 fidelity and dishonesty bond.

We offer the flexibility to create a package of bookkeeping services, custom made to match the reporting requirements of your particular business. Below is a general list of services offered, if there is a service you need that is not listed please feel free to ask if it can be provided.

Services Include But Are Not Limited To The Following:

  • Traveling PA Notary

  • Quickbooks Software Set Up

  • LLC Creation

  • Account Reconciliations - Bank, Credit Cards

  • Financial Reports – Profit & Loss Statement, Balance Sheet

  • Job Costing – Keeping track of the costs of materials, labor, and overhead for a specific job.  This is crucial for general contractors. 

  • Form Preparations – Business License renewals, Worker’s Compensation submittals, etc.

  • Year-End Tax Filings – 1099 and 1096 compiling, filing and reporting

  • Banking / Payroll Services

  • Bill Paying / Managing Accounts Payable

  • Invoicing Customers  Posting collections, aging accounts receivables

  • Meetings – Face to Face!  Monthly or quarterly meetings to review your books and plan the future.

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