CS Financial & Accounting Services, Inc

Phone 919.490.1975 Fax 919.724.4609

Services and Solutions

Bookkeeping

• Check writing
• Accounts Payable Management
• Credit Card entry and reconciliation
• Deposits
• Bank reconciliation
• Payroll and payroll journals
• Sales Tax reporting
• Balance sheet reconciliation
• Account reviews for accuracy and information
• Year end 1099s
• Year end W2s
• Year end compilation for tax preparer
• Review SIMPLE Plan payments

Below are the tasks that we would want to review in the first meeting. Either a bookkeeper or I am able to work with you on any of these specific items.

Taxes

• Personal tax returns
• Corporate tax returns
• Property Tax Listings

Analysis

• Monthly analysis of P&L with comparison to prior periods
• Budget preparation and analysis
• Tax effect of entity selection
• Employee versus Independent contractor according to the IRS

CS Financial & Accounting Services, Inc. Phone 919.490.1975 Fax 919.724.4609