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*Transaction recording (income, expenses, transfers)
*Bank and credit card reconciliations
*Accounts payable (bill entry, scheduling payments)
*Accounts receivable (invoice creation, customer statements)
*Vendor and customer management
*Expense categorization and receipts management
*Petty cash tracking
*Loan/credit line activity tracking
*Chart of Accounts setup & cleanup
*Month-end closing tasks
*Cash flow tracking and updates
*Fixed asset tracking (simple asset schedules)
*Employee payroll runs (weekly, biweekly, semimonthly, monthly)
*Contractor payments (1099 preparation at year-end)
*Time sheet collection and review
*Overtime and PTO tracking
*Payroll tax calculation & filing
*State & federal payroll reporting
*Year-end W‑2 & 1099 preparation
*Payroll account reconciliations
*New employee setup
*Termination processing
*Benefit and deduction setup
*Monthly financial statements
✳ Profit & Loss (Income Statement)
✳ Balance Sheet
✳ Cash Flow Statement
*Budget vs Actual reporting
*Custom management reports
*KPI dashboards (AR Aging, AP Aging, Gross Proft, etc.)
*Industry-specific reporting (if applicable)
*Cash flow projections
*Trend analysis
*Cost Analysis
*Profitability reporting
*Sales tax filing & reconciliation
*1099 filing & vendor compliance
*Estimated tax payment reminders
*Year-end work papers preparation
*Trial balance cleanup
*Providing financials to CPA for income tax returns
*Financial review meetings (monthly/quarterly)
*Cash flow planning
*Budget creation
*Forecasting
*Accounting workflow design
*Internal controls setup for small businesses
*SOPs for financial processes
*Historical transaction cleanups
*Reconciliation of unreconciled accounts
*Fixing categorization errors
*Removing duplicate entries
*Rebuilding missing or back-logged financial records
*Multi-year bookkeeping recreation
*Preparing books for tax filing or audit
*Onboarding & training
*Document requests & follow-up
*Regular communication and support
*File organization (digital folders, secure portals)
*Workflow tracking & task management
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