Options for small business accounting and nonprofit accounting are listed below. I will meet with you in person or remotely to review and understand your current systems, identify your needs, and prepare a detailed proposal of services, timing, and fees.
Having CFO level services available when needed can be a big relief to a business owner or CEO. Confidential conversations, long range planning, and managing finances to meet your goals.
Starting from scratch, we can set up your accounting with QuickBooks Online, connect to your banks, download and post transactions, format custom invoices to be mailed/emailed, connect to online billpaying systems, and more.
Same as monthly accounting, but on a quarterly basis. May be sufficient for small businesses or nonprofits with less activity.
Posting transactions, reconciling bank accounts & credit cards, generating monthly financial statements, matching customer payments to invoices, matching vendor payments to bills, preparing financial packet for owner/management.
If your accounting has been neglected for a while or is a bit of a mess, no worries. I can do the catch up work and automate some of the transaction entry to make it easier going forward.
Once all the data is entered and accurate, it's nice to have reports that tell the story of your business, and help you plan. Or you may need custom reports for your partners or the bank.
If you or your team would like to learn to better use your software, generate better financial reports, and interpret your financial data, I'd love to help
Payroll is a huge challenge for any employer. I can help you select, set up and maintain your payroll systems. Systems used include QB Payroll, Gusto, Insperity, ADP, and others I'd love to forget. Additionally, I can assist you with basic HR needs and with maintaining or setting up your 401k or 403b plans.
I can prepare these annual forms for you and make it easier for you to prepare each year. We use online 1099 software that rolls forward each year and emails all forms to vendors and the IRS. No printing, no mailing.
Generally I do not prepare individual or corporation tax returns, but I gladly work with your tax professional to provide the information needed.
Carol Sonnenberg CPA, A Professional Accountancy Corporation
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.