• Weekly, monthly, quarterly or yearly transaction recording

  • Bank and Credit Card reconciliations (check book balancing)

  • Accounts Payable and Accounts Receivables including:
    invoicing, billing, estimates, and statements

  • Bill paying and check writing

  • Budget creation and cash flow management

  • Financial Statements and customized reports

  • 1099 preparation

  • NYC sales tax filing

  • Payroll processing

  • Business Planning – selecting the right entity for your business needs; learning the pros and cons of each entity and how to group/improve the overall performance of your business

Tax Preparation
  • Individual Income Annual Tax Filing

  • Individual Tax planning

  • Sole-proprietorships and Small Business Annual Tax Filing

  • Quarterly Sales Tax Filing

  • Organizing your finances

  • Creating a budget that works with your current income

  • Creating a system that will help you pay off your debt faster

  • Managing when payments are due and reducing interest rates

  • Decreasing and/or eliminating the late fee

  • Creating a plan to help your decrease your debt to asset ratio

  • Improving your credit score and understanding the importance of having good credit

  • Helping you acquire lifelong money management skills

  • Helping you remain debt-free

  • Building your savings and retirement accounts

  • Building long term wealth

Financial Education
  • Budgeting

  • Credit Management

  • Starting a small business

  • Debt repayment

  • Savings

  • Investing

Financial Planning
  • On-time payment of all monthly bills Payment schedules and payments for delinquent debt

  • Budget Management 

  • Generate monthly spending reports

  • Maintain files