Your Time is Valuable. Why Spend it Managing Your Books?
Enter Office Accomplice! We have your back and work alongside you, so you can focus on doing what you do best – running your business.
Hourly Basis
Routine Bookkeeping
Ensure that financial records are accurate, organized, and up to date. Help businesses manage cash flow, stay compliant with tax regulations, and make informed financial decisions.
“Where is my money coming from and where is it going? Can I file my taxes?”
- Software/Books Setup & Integration
- Transaction Recording & Categorization
- Bank & Credit Card Reconciliation
- Financial Reporting & Statements
- Tax Preparation & Compliance Support
- Compliance & Audit Support
Clean Up
Books Clean Up and Catch up
When your books are more than 6 months out of date, it takes extra energy and time to review and get things caught up. Not everyone offers this. We excel at it. We help you get cleaned up and ready to move forward.
- Review and organize past financial records for accuracy and completeness
- Reconcile bank, credit card, and loan accounts for prior periods
- Identify and correct errors or inconsistencies in financial data
Categorize historical transactions to ensure accurate reporting - Update and streamline bookkeeping systems for better financial management
- Work with tax professionals to address past-due filings and compliance issues
- Investigate and assess status and compliance with federal, state, and municipal entities (eg filing status, overdue amounts, out of date registrations)
Get Paid
AP/AR
“Where is my money coming from and where is it going? Can I file my taxes?”
Accounts Payable (Bill Management)
- Track and manage vendor invoices
- Schedule and process bill payments
- Maintain records of due dates to avoid late fees
Accounts Receivable (Invoicing & Collections)
- Generate and send invoices to clients/customers
- Track outstanding payments
- Communicate with customers/clients and follow up on overdue accounts
- Record incoming payments and apply them to the correct accounts
Let's Run It!
Payroll Management & Support
Payroll Processing & Compliance
- Set up and process payroll through payroll provider, ensuring timely and accurate employee payments
- We work with a number of payroll providers, including Gusto, ADP, Paychex, and others. We can help you select the provider that is the best fit.
- Track payroll taxes and deductions
Employer Accounts Management
- Set up and manage federal and state employer accounts
- Handle payroll tax registration and reporting requirements
- Assist with correspondence from employment agencies
Benefits Set Up and Management
- Assist in selecting employee benefits packages, including health insurance, retirement plans, and other perks
- Facilitate enrollment and ensure compliance with benefits regulations
- Manage benefits deductions and employer contributions within payroll systems
- Handle annual renewals and updates to benefits offerings
- Provide ongoing support for employees regarding benefits questions and claims
Let's Get Filing!
Government Filings
- Prepare, file and distribute 1099 forms for contractors and vendors
- Communicate with contractors and vendors to obtain necessary paperwork (eg W9s)
- Ensure compliance with reporting requirements for government filings
Maintain records and deadlines for timely submission - Provide guidance on necessary documentation for accurate filings
- Federal and state unemployment and withholding filings as required
- Sales tax account filings and payments as required
- Non Profits: Annual 990 filing preparation and support
Your Tax Co-Pilot
Sales Tax Support
We assist all of our clients on these issues, either directly or as being a facilitator with their tax advisors.
- Register businesses for state sales tax permits
- Calculate and track sales tax liabilities
- Research and determine correct sales tax rates for different jurisdictions
- Prepare and file state and local sales tax returns
- Monitor for compliance with changing sales tax laws and regulations
- Assist with sales tax audits and inquiries
- Advise on sales tax exemptions and resale certificates
- Maintain accurate records of taxable and non-taxable transactions
Accurate Reporting
Inventory Management
- Track and manage inventory levels to ensure accurate financial reporting
- Implement inventory accounting methods such as FIFO, LIFO, or weighted average
- Integrate inventory management with accounting software for real-time tracking
- Analyze cost of goods sold (COGS) and profitability by product
- Assist with inventory audits and reconciliation to prevent discrepancies
- Provide insights on inventory turnover and stock optimization
Premium Offering
Strategy & Training Services
“Am I using my money well?”
Financial Software Training & Best Practices
- Provide in-depth training on QuickBooks, Xero, or other accounting tools
- Teach best practices for bookkeeping and financial management
- Offer customized training sessions for business owners and staff
Budgeting & Forecasting Assistance
- Develop and refine business budgets
- Provide short-term and long-term financial projections
- Analyze trends and offer strategic insights
Grant & Funding Readiness Support (nonprofits and startups)
- Ensure financial records are audit-ready for grants and funding applications
- Assist in preparing financial documentation for loan applications
- Provide insights on financial positioning for investors
Cash Flow Management
- Create cash flow projections and management strategies
- Identify potential cash flow gaps and recommend solutions
- Advise on cash reserve strategies for stability
Expense Management & Cost Control
- Conduct in-depth expense analysis to identify inefficiencies
- Provide cost-saving recommendations
- Implement expense tracking best practices
Financial Process Optimization & Workflow Improvement
- Evaluate current bookkeeping and financial workflows
- Recommend automation tools and efficiency strategies
- Standardize processes to improve accuracy and reduce workload
KPI Tracking & Financial Performance Analysis
- Define and track key financial performance indicators (KPIs)
- Develop reports to measure profitability, growth, and efficiency
- Offer insights for data-driven decision-making
Profitability & Pricing Strategy
- Analyze revenue streams and profit margins
- Help determine pricing structures that maximize profitability
- Identify underperforming services/products and suggest improvements
Business Growth & Scaling Strategy
- Offer financial insights for business expansion plans
- Assess financial viability of scaling operations or adding new services
- Help structure financials for sustainable growth