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.

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Services Include But Are Not Limited To The Following:

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• 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.