PLEASE NOTE:

Monthly contract:

 onboarding, training, reconciliation, bookkeeping, end of month closing, financial statement preparation, presentation & consultation.

Usually a one-time fee and is commonly purchased in addition to committing to a monthly bookkeeping contract. We will clean up the old mess, and start fresh. 

This is not a quick solution and can take a significant amount of time depending on several factors (Length of time needing reconciliation, number of transactions, mistakes, negligence, etc.)

Ensuring you're taking the correct steps to open a legal entity, as well as offering business, financial, and management consultation. Quickbooks set-up, processes, streamlining, etc.

Managing A/P: Purchasing, sending payments to vendors, Invoice recording, etc. After full understanding, revamping your processes. This is where internal controls are extremely important in preventing fraud.

In depth interview before proposal can be provided

Managing A/R: Creating and sending invoices via preferred delivery method, receiving customer payments, write offs, etc.

After full understanding, revamping your processes.

In depth interview before proposal can be provided 

Getting inventory under control. Efficiency and  managing all inventory operations (paperwork, receiving, purchasing, cycle counting, reordering, theft management, etc.) and creating / implementing employee processes. This is not a quick implementation and can take a significant amount of time to implement 100% depending on client size and how quickly your business can adjust.

In depth interview before proposal can be provided 

Managing Payroll, journal entries, etc. 

Taxes will be available Summer 2022

Morgan Kemp is currently preparing to become an Enrolled Agent (EA).