SERVICES

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ACCOUNTING

  • Monthly bookkeeping and transaction categorization

  • Bank and credit card reconciliations

  • Accounts payable and receivable tracking

  • Annual budget preparation and tracking

  • Vendor and contractor onboarding and management

  • Chart of accounts setup and cleanup

  • Financial statements (P&L, balance sheet, cash flow)

  • QuickBooks Online setup, management, and training

  • Year-end preparation for tax filing and CPA collaboration

  • Inventory/Sales tax tracking and reporting

  • Trust account management and compliance oversight

COMPLIANCE

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  • Filing of Articles of Incorporation or Organization for LLCs and Corporations

  • Annual report and Secretary of State filing (state-specific compliance)

  • Registered Agent coordination

  • Federal and state business license/permit registration and renewals

  • 1099 contractor tracking and form filing

  • W-9 and vendor documentation management

  • Support with insurance audits (e.g. workers’ compensation, general liability)

  • Insurance policy renewals, broker coordination, and application support

  • EIN (Employer Identification Number) registration support

PAYROLL

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  • Hiring Projects

  • Payroll setup and processing coordination (Gusto, ADP, QuickBooks Payroll, etc.)

  • Onboarding and payroll setup for California and out-of-state employees

  • Compliance with labor laws and wage/hour requirements

  • Time tracking and PTO system implementation

  • Contractor onboarding and payment tracking

  • Payroll tax filing oversight and coordination with providers

  • Basic HR workflows and employee document management

  • Setup and administration of employee retirement benefits

  • Exit processing and final pay coordination

OTHER SERVICES

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  • Commercial/residential real estate operations and accounting, including lease administration, CAM reconciliations, tenant charge audits, vendor oversight, and financial reporting and compliance

  • Strategic planning and financial analysis

  • Standard Operating Procedure (SOP) development

  • Operations staff training and development

  • Risk management assessments and mitigation

  • Website administration and maintenance

  • Document template creation (contracts, NDAs, policies)

  • Board meeting coordination and preparation of annual minutes