Corporate Services

Overview

We have extensive experience with "S" Corporations, "C" Corporations, Partnerships and Nonprofit 501c (3) organizations and because time is of the essence; expertise and time management are essential. We offer a comprehensive array of accounting and business consulting service functions, including:

  • Tax Return Preparation
  • Tax Audit Representation
  • Bookkeeping & Payroll processing
  • Financial Data Cleanup
  • Assessment of accounting data files

We will perform most of the outsourced accounting functions at client’s premises, at ours, or online with anytime/anywhere access.

Bookkeeping & Payroll Processing

Portia Rose, CPA provides a wide range of Bookkeeping Services including, but not limited to:

Controller Services
  • Cash flow management
  • Financial analysis
  • Business performance evaluation
  • Budgeting and forecasting...some content
Preparing Monthly Financial Statements
  • Profit & Loss
  • Trial Balance
  • Balance Sheet
  • Statement of Cash Flows
  • Detailed account activity reports for any period or range of time
Other Services
  • Bookkeeping for Profit and Not-For-Profit businesses
  • Assessment of Current Recordkeeping process to facilitate a smoother flow of financial records
  • Initial Set-up for New Companies
  • Clean-up for existing companies
  • Management of Books in the client’s office or in ours
  • Staff Training on an individual basis or in seminar format
  • Chart of Accounts set-up
  • Customization and Generation of estimates, invoices and credit memos
  • Annual 1099 and W-9 Processing
  • Recording Payroll and Tax Payment Transactions from payroll reports
  • Accounts Payable – entering and paying bills, printing and collating checks
  • Accounts Receivable – tracking overdue accounts and processing collections
  • Bank and Charge Card Reconciliations
  • Maintaining Petty Cash Records

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