STRATEGIC FINANCIAL SERVICES

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CORE BOOKKEEPING SEVICES

Transaction Recording

Recording daily sales, purchases, receipts, and payments.

Accounts Payable Management

Managing bills and vendor payments.

Accounts Receivable Management

Creating and sending invoices, following up on payments.

Bank and Credit Card Reconciliation

Matching transactions with bank and credit card statements.

General Ledger Maintenance

Organizing and categorizing financial transactions.

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REPORTING & COMPLIANCE

Financial Reporting

Monthly/quarterly reports: profit & loss, balance sheet, cash flow statements.

Payroll Processing

Calculating and processing employee payroll, tax filings, direct deposit.

Budgeting & Forecasting

Helping clients plan finances and project cash flows.

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BUSINESS INSIGHTS & CLEANUPS

1099 Contractor Tracking and Filing

Managing independent contractor payments and year-end filings.

Catch-up/Cleanup Bookkeeping

Fixing disorganized books or handling months/years of backlog.