Accounts Receivable and Accounts Payable Services
Save time and focus on growing your business with our outsourced admin services. From accounts payable solutions to coaching, we’ve got your covered!
Accounts Receivable (Customer Invoicing)
Managing customer invoicing and accounts receivable can be time-consuming and complex. Our accounts receivable service specializes in helping you get paid faster and with less hassle.
We provide professional support so you can:
Follow project workflow with Estimates
Create accurate invoices
Track outstanding payments
Follow up with customers
Keep your bookkeeping up to date
Manage cash flow
Whether you need assistance setting up invoicing systems or ongoing support to manage cash flow, we’re here to help. Let us handle the details so you can focus on growing your business.
Accounts Payable (Vendor Bills)
Stay on top of your vendor bills with our professional accounts payable support.
We help you streamline your bill pay process so you can:
Accurately process bills
Submit timely payments
Maintain proper record-keeping
Schedule and automate payments
Optimize payments based on due priorities
Manage W-9 workflows
Manage cash flow
Whether you need assistance with a one-time cleanup or ongoing support, our accounts payable service is here to make your accounts payable process efficient and stress-free. When you optimize you bill pay, you strengthen vendor relationships and keep on top of your cash flow.
1099 Preparation
Stay compliant and stress-free during tax season with our W-9 collection and 1099 preparation services. We streamline the process by gathering and organizing W-9 forms from your vendors, ensuring you have the correct information on file.
When possible, we will automate the process by ensuring all vendors are properly processed into QuickBooks Online.
When it’s time to prepare 1099s, we handle the details, from verifying data to filing forms accurately and on time.
Let us take the administrative burden off your plate so you can focus on running your business with confidence.
If you need 1099 support without using QuickBooks Online, I can support you.
Document Management
Tired of sorting through piles of receipts?
Say goodbye to shoeboxes full of receipts and hello to streamlined, hassle-free tracking.
Our receipt management service ensures that all your receipts are:
Organized
Accurately recorded
Easily retrievable
Whether you’re drowning in paper receipts or need help with digital organization, we provide tailored solutions to keep your records neat and stress-free.
Payroll Services (Client Run)
Managing payroll doesn’t have to be a headache.
Did you know that if your business has elected to be taxed as an S-Corp requires that you run payroll? Since the S-Corp business is it’s own entity, you are considered an employee of your business. You must be on payroll and pay yourself a “reasonable salary.”
We will help you pick a payroll provider that best fits your needs. Some popular needs are below:
Single Owner-Operator S-Corp to pay self reasonable salary
Popular for mechanics, plumbers, electricians, HVAC and others that run the business themselves but need payroll
Support setting up a client-run payroll system with monthly reconcilement
Consultation and troubleshooting
We are here to help you.
Periodic Meetings
Looking to turn goals into results?
Need to discuss your financial options before taking the next step?
Do you have questions about the financial statements?
Are you interested in learning more about Relay Banking solutions?
I’m here to help you navigate with confidence.