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Production (PD) (Client Projects (Sales Tax, Compilations, Tax, IRS…
Production (PD)
Client Projects
Sales Tax
Compilations
Tax
IRS Correspondence
Reviews
Annual Corp Renewals
Payroll
Cost Segregation
Campaign Financial Reporting
Bookkeeping
Bank Reconciliation
General Consulting
Year End Letters
Employee Benefit Plan Reporting
QuickBooks Training
Training and project specific questions
Research, IRS, Review
FIRM BOOKKEEPER
Efiling
New Business Set Up
Firm AP
Firm Annual Corp Renewal
Firm Projects
FirmTax Return(s)
Licensing
Firm Budget
Workflow
Peer Review
Engagement Letters and Daily Monitoring of WIP, PCS Notes & Timers, Target Dates, Realization %, Received to completion, Assignment of Work
Continuing Ed
One on one training
CPE
Accounting Team Meetings
