PERSONAL BOOKKEEPING SERVICES FOR
Managing your assets can be a full-time job. Greene Bookkeeping Services can help free-up your time and energy to focus on growing and preserving your wealth while we take care of responsibilities such as:
| BUDGETING/ SPENDING PATTERN ANALYSIS
| RECORDS RETENTION AND MANAGEMENT
| CASH FLOW PLANNING
| MAIL PICKUP AND SORTING
| INVOICING AND ACCOUNTS RECEIVABLE MANAGEMENT
| BILL PAY AND ACCOUNTS PAYABLE MANAGEMENT
| FINANCIAL REPORT PACKAGES TO SUIT YOUR NEEDS
| RECONCILIATION OF ALL BANK, CREDIT CARD AND INVESTMENT ACCOUNTS
PROFESSIONAL BOOKKEEPING FOR
Trusts and Fiduciaries
We have extensive experience providing accounting services for trusts and other fiduciary structures. If you are the Grantor or Trustee of a family trust, we can help.
The IRS, the state, and even the individual stakeholders may have differing requirements regarding financial reports. We will work with your attorney or CPA in ensuring compliance in this area.
BOOKKEEPING ASSISTANCE FOR
Your time should be devoted to your business operations. Let us take care of the following:
| FINANCIAL REPORTING
| ACCOUNTS PAYABLE
| PAYROLL AND SALES TAX
| ACCOUNTS RECEIVABLE AND COLLECTIONS
| BUDGETING, FORECASTING AND CASH PROJECTIONS
| COORDINATION WITH YOUR TAX PREPARER FOR PAINLESS TAX FILINGS
| RECONCILIATION OF ALL BANK AND CREDIT CARD ACCOUNTS
| OTHER CUSTOMIZED SERVICE FOR YOUR GROWING NEEDS
| QUICKBOOKS CLEAN-UP
When our clients flourish, we flourish. Allow us to help free you from the time-drain of financial record-keeping so that you can focus on the growth of your investments and business operations.
We help individuals, businesses, and trusts gain a useful, clear picture of their financial position through skillful bookkeeping and accounting services. To this end, we prioritize confidentiality, accuracy, and punctuality.
We know what your CPA is looking for when preparing your tax return. With a certified QuickBooks Desktop Proadvisor on staff, we will provide your CPA with the information needed to help transform year-end tax-filings from a time of stressful confusion to a streamlined, efficient experience.