Our Services

accounteam: Your Partner in Financial Success

At accounteam, our team of seasoned professionals is dedicated to providing precise and tailored financial solutions to meet your business needs. With a commitment to excellence, we deliver valuable insights to inform your decisions and drive growth. Our services ensure accurate and audit-ready records, giving you peace of mind.

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Core Bookkeeping Services

  • Initial Book Review and Assessment

  • Initial Clean-up

  • Set-up for On-going Support

  • On-going Data Entry

  • Accounts Payable/Receivable (On-site and/or Online)

  • Bank Transaction Data Entry

  • Monthly Reconciliation

  • QuickBooks Review and Diagnostics Report

  • Financial Statement and Planning

  • Sales Tax Consultation and Filing

  • GAAP-Based Accounting (Cash or Accrual)

  • QuickBooks Advanced Pro Advisor Certified

Payroll Services

  • Initial Set-up

  • Form Preparation

  • Mapping

  • Ongoing Support

HR Diagnostic and Consulting

  • Compliance Review

  • Gap Identification

  • Compliance Plan Development

  • Employee Problem/Concern Consultation

  • People Management Strategies

  • Culture and Values Development

  • Recruitment and Attraction Strategies

  • Training and Mentoring Strategies (including Setup)

  • Employee Retention Strategies

Advanced Services

  • Cash Flow Management

  • Budgeting (Yearly Set-up and Review, Monthly Reconciliation)

  • Forecasting

  • Coaching Services (QuickBooks Training, Business Growth, In-house Bookkeeping Transition)

  • CPA-Reviewed Financial Statements for Loans/Banks

  • Inventory Management

  • Company Closing and Final Tax Return

Personal and Business Tax Preparation and Filing

  • Year-over-Year Tax Comparison

  • Tax Filing Status Comparison

  • Tax Extension Filing (Corporations)

  • 1099 Filing

  • FBAR Filing

  • Quarterly Estimated Tax Payment Support

  • Sales Tax Computation and Filing

  • Payroll Tax Computation and Filing

  • Post-Filing Tax Review and Planning Meetings

HR Administration

  • Employee Handbook Development and Maintenance

  • Employee Onboarding (Contract, Forms, Program Setup)

  • Employee Offboarding (Checklist, Termination Letter, Exit Interview Strategy)

  • HR Policy and Procedure Development

  • Annual Comprehensive HR Audits

  • Scheduling and Timesheet Tracking Policies

  • HRIS (or Excel) Setup Guidance

Corporate Tax Services

  • Company Registration and Setup (Federal and State, CPA-Assisted)

  • Estate Tax Return and Planning

  • Amended Corporate Tax Returns

  • IRS Audit and Resolution

Schedule a complimentary consultation