The initial steps of setting up a small business consist of picking a business name that is available to register, obtaining a federal employer identification number (EIN), registering with your state of business (depending on where you live, other requirements may be necessary). You should always set up a separate bank account in the business name.

We work with CPAs for any tax consulting needs. Our business specializes in setting up a bookkeeping system and an accounting structure that works best for your business.

You’ve come to the right place. We provide bookkeeping services for many entrepreneurs and small-business owners around Pittsburgh. We welcome an opportunity the help you clean up and manage your books.

When you have services through us, we are QuickBooks ProAdvisor’s. We can perform all of your QuickBooks needs.

An accountant can provide more in-depth services on top of your bookkeeping needs. Many small businesses only need a bookkeeper for a few hours a week and talent may be limited. With us, you get accurate bookkeeping along with financial reporting, forecasting, budgeting the assurance that all records are accurate.

We can provide written policies and procedures relating to the services provided. Internal and external audits request this documentation to be on file.

A bill you receive from a vendor to which you owe money for buying products and/or services.

Money that is owed to you from your customer or clients for products and/or services that you have provided.

Transactions in any accounting program should be recorded with the proper modules: a cash/check deposit on the Bank Deposit screen; a bill received from a vendor on the  Bill screen; an electronic transfer of funds on the Expense screen; a collection of payment from a customer on the Invoice screen, etc.

If you have taxable sales, you must obtain a Sales Tax number, file returns, and remit the sales tax that was collected.

Each company is different for flows of revenue. We work with you to help you forecast out your revenue to make sure you are on track to pay yourself, pay bills, and make your business the best it can be financially.

We provide QuickBooks training to clients who have set up new systems or systems we have cleaned up. If a client decides that they have the workload for an in-house bookkeeper, we will train that bookkeeper on tasks in the system. We then can be retained to do a higher-level overview monthly and financial reporting if so desired.

An EIN is an Employer identification number that is required for business purposes (you can use your social security number however it is highly suggested you obtain an EIN).

We will have one on one meetings to set up an accounting system that meets your requirements and gets the results that you essential.

You are in business to make money and you need to be paid. If you’re not being paid, let us take a look at your books to figure out why you are not getting paid and put you on track to getting the pay you deserve.

You’ve come to the right place! Set up a consultation with us and we can find out your needs.

YES! We have excellent problem-solving and reconciliation skills that will make your bookkeeping and accounting tidy again.

After you have received your IRS employer identification number and registration from the state, pick a bank that can integrate with QuickBooks. The online banking feature in QuickBooks saves time by importing and matching transactions within QuickBooks, ultimately providing more accurate information.

There are different ways to structure your business – sole proprietorship, LLC, S-Corp, Partnership, Corporation, Non-Profit. We work with CPAs to learn how to best structure your business for tax purposes and from a legal standpoint.

You need a federal tax ID Number and the initial steps of setting up a small business consist of picking a business name that is available to register, obtaining a federal employer identification number (EIN), registering with your state of business (depending on where you live, other requirements may be necessary). You should always set up a separate bank account in the business name.

It is HIGHLY recommended that you keep your personal or other business accounts separated. Not only does this allow for more accurate accounting but can save you from an audit war with the internal revenue services.

Set up an accounting system that meets your business needs. Having a clear picture of your finances at all times will allow you to see the whole picture of what you are accomplishing financially.

Our educated team can provide services for a few hours a week saving you money and overhead of an employee that you don’t need for 40 hours a week. It can be hard to find good, dependable, and reasonable bookkeepers and accountants to do a few hours of work a week.

We obtain your bills, deposits, invoicing, etc… on a weekly basis, and get them processed in our office. We do everything as remote as possible leading to higher efficiency and lower cost to you.

With a great accounting system, cash flow is easier to manage. You can monitor your cash at any point in time. You can make quick decisions if you have limited cash flow.

The top portion of the balance sheet is your assets – what your business has in cash, investments, what is owed to you, prepayments you’ve made to others, and assets that you own. The middle section of the balance sheet is your liabilities – what you owe to others such as bills, loans/notes. The bottom section of the balance sheet is your Equity. This is what value your business has – “We like to think of it as your savings balance.”

Assets are depreciated based upon your industry and CPA criteria.

Our company can set up payroll, state withholding accounts, unemployment holding accounts, and process payroll.