Bookkeeping & Payroll

[ultimate_heading main_heading=”Accurate bookkeeping is important to the successful operation of a business” heading_tag=”p” main_heading_color=”#000000″ alignment=”left” el_class=”color-title accent-border-color” main_heading_font_size=”desktop:24px;” main_heading_line_height=”desktop:28px;” sub_heading_font_size=”desktop:20px;” sub_heading_line_height=”desktop:32px;” main_heading_margin=”margin-bottom:15px;” sub_heading_margin=”margin-bottom:25px;”]Optimum Tax Pro’s virtual bookkeeping services free you up to focus where you’re most interested—and most needed—with the full confidence that your financial records, Profit and Loss statements, Accounts Receivable and Accounts Payable reports are all getting the meticulous attention of true professionals. You’ll have your information whenever you need it and wherever you are: it’s all available in real time, right at your fingertips.

With the help of our professionals, you’ll not only get an immediate upgrade in your understanding of where your business stands and what you need to do to help it grow; you’ll also have the confidence that when banks and creditors ask for information, you’ll have accurate financial documents you can count on.[/ultimate_heading]

QuickBooks Setup:

Help choosing the right version of QuickBooks
Chart of Accounts & Sub-accounts
File Setup and Internal Controls
Third Party and Custom Applications
Reporting and Automation
QuickBooks User training

Bookkeeping Cleanup:

Bookkeeping Cleanup
Bank accounts, credit cards and lines of credit.
Accounts receivable and accounts payable accounts.
Payroll records
Enter missing data and rectify incorrect entries
Reorganize chart of accounts to ensure better financial management through effective reporting.
Optimize your Bookkeeping for enhanced reporting and better Management Reports.

Monthly/Quarterly Bookkeeping:

We import bank statements
Categorize all transactions
Bank account & Credit card reconciliation
Monthly Income Statement / Profit & Loss
Monthly Balance Sheet
Accurately track your revenue & expenses
Easily manage your bill pay, payroll & more
1-2 hour Zoom call with business owners to review financial results

Sales Tax Management:

Monitoring sales tax liability
Registering with states for sales tax permit, and
Submitting periodic sales tax reports.

Payroll Setup:

Proper set up of withholding & unemployment payroll taxes in all applicable U.S. states.
Classification of workers as W2 employees, or 1099.
All payroll forms needed during the hiring process such as W4, I-9, Residency verifications, offer letters, etc.
Establishing an HR foundation
Employees working from home or out of state

Pay Stubs Generation:

Available for all 50 US States
Regular Employee Paystub
Contractor Worker Paystub
W-2 Tax Forms
1099 Tax Forms

Payroll Management:

Ensure Payroll Accuracy
Eliminate Risk
Access a Payroll Specialist
Improve Employee Experience
Make Your Deadlines
Filing of W-2, 1099, 940 and 941 forms
Payroll reports