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Books A Mess?

We can clean them up or keep them clean!

Our team can set your business up with bookkeeping, payroll, financial reporting, and training.

Trust us as your certified QuickBooks ProAdvisors!

Financial Reporting & Analysis

  • Profit & Loss Report Preparation

  • Balance Sheet Preparation
  • Budget vs. Actual Reports
  • Custom Reports To Assist You In Analyzing Your Business
  • Monthly, Quarterly & Annual Financial Reports Prepared For Your Board Meetings
  • Reports Provided To Assist In Your Tax Return Preparations & Planning
  • One-on-one Review With Your Team & Your Dedicated Bookkeeper

Payroll

  • Payroll System Setup or Payroll Transfer

  • Company Setup (IRS, State, etc.)

  • Company Benefit Programs (Health Insurance, 401(k) Plans, etc.)

  • Employee Online Portals

  • Check & Direct Deposit Payroll

  • Form W-2/W-3 Filings

  • Payroll Form Filings

  • Form 1099 Filings (Vendors & Contractors)

Bookkeeping

  • Using Of Business Software (QuickBooks, Sage, Quicken, etc.) To Track Your Income & Expenses
  • Monthly Reconciliation Of All Bank & Credit Card Accounts

  • Identify Outstanding Checks & Ensure All Transactions Are Accurate & Clearing

  • Entering Bills & Deposits
  • Preparing Checks For Your Signature Or Initiating Electronic Bill Payments
  • Create Automatic Analysis Reports (daily, weekly, monthly, etc.)
  • Budgets Created & Reports Prepared Comparing Budget vs. Actual Income & Expenses

Ready to get started? Drop in or give us a call

 

Arena Towers | Arena Tower Two

7324 SW Freeway, Suite 266

Houston, TX 77074

(346) 406-3942

info@cleanbookstax.com

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