Business Services for Small to Mid-Size Companies on the North Shore of Massachusetts
We tailor packages to individual client needs. It starts with an exploratory meeting so that can develop a full understanding of your unique needs and access your current bookkeeping system.
We can offer you as much or as little service as you need, whether it is 10 hours a week or just a few hours a month, and the work can be done at your location or ours. As an Authorized QuickBooks Affliate, we also offer Quickbooks setup and services. (expand on this?)
Case Study:
Client: Family Supermarket
Result: Reduced Paperwork By 12 Hours Per Week
We were hired to come up with a system for a small family supermarket in the Boston area who wanted to spend more time in the supermarket as opposed to spending time in the office. One of the owner's biggest complaints was timekeeping and payroll. We worked with the existing payroll company to change the timekeeping service to a time clock program that now integrates daily punches with the payroll, resulting in more a more efficient process. The only report the owner needs to review is the error report, which lists missing punches or time errors. When the report is reviewed the payroll is sent.
Another service added was a package that allowed the payroll company to print the checks, sign and stuff them, and reconcile the uncashed checks on the account. This eliminated a second checking that was reconciled monthly.
These solutions have
saved 12 hours a week doing paperwork allowing the owner more time in the store.
We can provide as many of the following services as you want as well as setting up your business on accurate and easy bookkeeping software. These are just some of the day-to-day bookkeeping services we can provide for our clients.
Accounts Receivable
- A/R Management
- Setup Client Database
- Prepare Invoices to Customers
- Apply Receipts Against Customer Invoices
- Maintain Customer Account Balances
- Aging Reports
Accounts Payable
- A/P Management
- Set-up Vendor Database
- Record Vendor Invoices
- Schedule Payments & Process Checks
- Maintain Vendor Account Balances
- Aging Reports
- Vendor Statement Reconciliations
Monthly Summary of Accounts
- Reconciliation of Accounts
- Enter Monthly Transactions
- Balance Sheet Statements
- Profit & Loss Statements
- Prepare Sales & Use Tax Returns
Other Services Available
- Payroll
- Quarterly Reporting
- W-2 & 1099 Preparation
- Bookkeeping set-up
- QuickBooks installation + training
- Year End Preparation for CPA
CONSULTING SERVICES
- Setup of new business
- Setup Banking & Vendor ralations
- Review expenses to help save money
- Budgeting & Profit Analysis
- Setup Accounting Software
Call us at 978-777-8740 today to learn more about how to help you improve systems and save you time.