top of page

Bookkeeping & Accounting

  • ACCOUNTS PAYABLE (AP). TIMELY PAYMENTS OF BILLS​

  • ACCOUNTS RECEIVABLE (AR). INVOICING AND PROCESSING CUSTOMER PAYMENTS

  • PAYROLL. W-2 OR 1099 EMPLOYEES. FILING QUARTERLY/ ANNUAL REPORTS​

  • REVIEW, CLEAN UP & CATCH UP YOUR BOOKS. REGULAR CHECKUPS

  • SALES TAX. PAYMENTS AND FILING

  • PREPARING FINANCIAL STATEMENTS 

  • DAILY BOOKKEEPING AND RECONCILIATIONS

  • MONTH AND YEAR END PROCESSES AND RECONCILIATIONS

  • BUDGETING. ACTUAL VS BUDGETED. OVERVIEW AND ANALYSIS

Training 

  • ACCOUNTING SETUP

  • ONE-ON-ONE TEACHING SESSIONS 

  • CUSTOMIZED DAILY, WEEKLY, MONTHLY WORKFLOWS SPECIFIC TO YOUR BUSINESS 

  • Q&A AND PRACTICE

  • TROUBLESHOOTING APP INTEGRATIONS

  • ADOPTING NEW SYSTEMS & PROCESSES. 

  • UNDERSTANDING FINANCIAL REPORTS

Consulting& Advisory 

  • FRACTIONAL CFO SERVICES

  • UNDERSTANDING KEY PERFORMANCE INDICATORS (KPIs)

  • SWOT ANALYSIS. UNDERSTAND YOUR STRENGTHS, WEAKNESSES, OPPORTUNITIES AND THREATS

  • WHERE AND HOW TO INCREASE YOUR REVENUE, SPENDING AND CUT COSTS

  • FINANLCIAL FORECASTING & BUDGETS

  • CASHFLOW MANAGEMENT AND PROOFING

Additional Services

  • MULTIPLE WORKSITE REPORTING WITH BLS

  • BTOS WITH US CENSUS (DEP OF COMMERCE)

  • CALSAVERS SET UP AND RECURRING REPORTING

  • EE0-1 REPORTING (FOR LARGER EMPLOYERS WITH 100+ EMPLOYEES)

  • BUSINESS PERSONAL PROPERTY STATEMENT FILING (571-L)

  • WORKERS COMP AUDITS AND MONTHLY REPORTING (PAYO)

Subscribe Form

  • Instagram

©2023 |  KPI ACCOUNTING 

bottom of page