
The Analyst
With over 12 years of hands-on experience in the bookkeeping and financial management industry.

With over 12 years of hands-on experience in the bookkeeping and financial management industry.
Profit & Loss statements
Balance Sheets
Sales Tax
1099 vendor requirements
1099 Tax Filing
E-Signature
Notary services
Iinvoice management, A/R, and A/P
*Pricing is based on the size of your company and the specific services you require.
Staff Management Systems
Handbooks
Guidelines and Training Books
Shift Checklists, Virtual Applications
E-Signature Services
Notary Services
Payroll Compliance Management
Record Keeping
QuickBooks, Xero, or Wave
Integrate payment platforms such as Stripe, Square, and Shopify
Setup and configuration of the client’s inventory tracking system
Importing or entering beginning inventory balances such as SKUs, quantities, and cost values.
Ongoing data entry for purchases, receipts, returns, adjustments, transfers, and shrinkage is crucial for accurate financial reporting services.
Reconciling physical counts against system quantities supports effective cycle count management.
Regular updates of inventory values, COGS impacts, and stock-on-hand reports are vital, especially
Research & Development
Research and analysis of market rates, cost analysis
Industry research and competitor reporting
Cash flow improvement
State & County Registrations
EIN
Checking account
BOI Report
Industry licenses and compliance
Notary services
Record keeping
Renewal schedule
New Business Setup Research
Confirm all applicable licenses and applications for bookkeeping and financial reporting services.
Ensure city involvement and approvals are in place, especially regarding monthly bookkeeping and sales tax services.
The requirements will depend on the industry and the time needed for the setup.
Schedule your free consultation for our bookkeeping and financial reporting services, including monthly bookkeeping, new business setup, and sales tax services.
Our company specializes in comprehensive bookkeeping and financial reporting services tailored for your needs. Whether you require monthly bookkeeping, assistance with new business setup, or expert sales tax services, we are here to help you manage your finances effectively.
Phone: (904) 349-5265 Email: office@bookkeepinganalyst.com Thank You! - Amy
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