SERVICES

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ACCOUNTING & FINANCIAL

Bookkeeping & Reporting

  • Monthly bookkeeping and transaction categorization

  • Bank and credit card reconciliations

  • Chart of accounts setup and cleanup

  • QuickBooks Online setup, management, and training

Financial Management

  • Strategic planning and financial analysis

  • Accounts payable and receivable tracking

  • Budget preparation and cash flow forecasting

  • Trust account management and compliance oversight

Tax Preparation Support

  • 1099 contractor tracking and form filing

  • Financial preparation for tax filing and CPA collaboration

  • Inventory/Sales tax tracking and reporting

BUSINESS COMPLIANCE

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Business Formation

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

  • EIN (Employer Identification Number) registration support

  • Registered Agent coordination

Compliance Management

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

  • Federal and state business license/permit registration and renewals

  • Board meeting coordination and preparation of annual minutes

  • Compliance calendar management (to track due dates & obligations)

Insurance & Documentation

  • Vendor and contractor W-9 management/onboarding

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

  • Insurance policy renewals, broker coordination, and application support

HR & PAYROLL SUPPORT

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Payroll

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

  • Time tracking and PTO system implementation

Employee Lifecycle

  • Hiring Projects

  • Staff training and development

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

  • Employee document management (e.g. I-9, W-4, Employee Handbook, etc.)

  • Exit processing and final pay coordination

HR & Payroll Compliance

  • Maintain compliance with labor laws and wage/hour requirements

  • Payroll tax filing oversight and coordination with providers

  • Setup and administration of employee retirement benefits

OTHER BUSINESS SUPPORT

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Industry Experience:

  • Nonprofit Organizations (501(c)(3))

  • Law Firms & Legal Services

  • Property Management & Commercial Real Estate

  • Insurance Agencies & Brokerages

  • E-commerce & Online Retail

  • Consulting and Professional Services Firms

  • Technology & Telecommunications Contractors

  • Software as a Service (SaaS)

  • Construction & Contracting

Documentation Preparation

  • Standard Operating Procedures (SOP)

  • Workplace policies (e.g. Employee Handbook)

  • Miscellaneous contracts (e.g NDA)

Other

  • Website administration and maintenance

  • Business risk management assessments and mitigation