How We Can Help You FAMILY WEALTH Manage Bank Accounts Bill Payments and Bank Deposits Credit Card Tracking and Payments Track Investment Activity Track Gifting Rental Properties Work with Tax Preparers to Assist with Estimated Tax Payments and Annual Filing SMALL BUSINESS ACCOUNTING Client Invoicing Bill Payments Account Reconciliations Payroll Reporting Revenue Filings Financial Statements Including by Class or Project QUICKBOOKS SETUP Assist with Selection of QuickBooks Product Chart of Accounts Setup Beginning Balance Entry Training ANNUAL PAYROLL REPORTING Preparation of Annual 1099/1096 and W-2/W-3 Forms Assistance with IRS Notices Relating to Payroll Forms 941 and 940, and Preparation of Corrected Filings Shareholder Fringe Benefits Related to W-2 Gross Earnings SPECIAL PROJECTS Clean-Up Data Entry Bank Reconciliations Internal Controls Software Conversions