Services
WHICH SERVICE DO YOU NEED?

Bookkeeping
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Weekly, monthly, quarterly or yearly transaction recording
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Bank and Credit Card reconciliations (check book balancing)
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Accounts Payable and Accounts Receivables including:
invoicing, billing, estimates, and statements -
Bill paying and check writing
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Budget creation and cash flow management
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Financial Statements and customized reports
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1099 preparation
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NYC sales tax filing
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Payroll processing
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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
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Individual Income Annual Tax Filing
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Individual Tax planning
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Sole-proprietorships and Small Business Annual Tax Filing
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Quarterly Sales Tax Filing

Budgeting
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Organizing your finances
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Creating a budget that works with your current income
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Creating a system that will help you pay off your debt faster
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Managing when payments are due and reducing interest rates
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Decreasing and/or eliminating the late fee
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Creating a plan to help your decrease your debt to asset ratio
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Improving your credit score and understanding the importance of having good credit
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Helping you acquire lifelong money management skills
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Helping you remain debt-free
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Building your savings and retirement accounts
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Building long term wealth

Financial Education
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Budgeting
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Credit Management
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Starting a small business
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Debt repayment
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Savings
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Investing

Financial Planning
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On-time payment of all monthly bills Payment schedules and payments for delinquent debt
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Budget Management
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Generate monthly spending reports
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Maintain files