Accounts Payable management Add on Service
• Enter vendor invoices into QuickBooks or other system specified by customer.
• Attach vendor invoices in QuickBooks to track original documentation.
• Provide Open Bill Report every 2 weeks making items suggested to be paid, client to authorize which items are to be paid by firm.
• Maintain Vendor W9 Information as needed for new Vendors.
• Process payment by ACH, Credit Card, Bill Pay system or Check.
• Expense Management like Divvy, Concur, Ramp are not included in this service.
Revenue Cycle Support/Loss Prevention Add on Service (matching production system deposit reports to Bank Deposits)
• Dental software daily deposit reports crosschecked with bank deposits to ensure all funds are received.
• Missing payments reported back to client to investigate.
Payroll Services Add on Service
• Enter payroll data into payroll service provider portal collected from practice appointed individual.
• Enter journal transaction per payroll from payroll reports into QuickBooks.
• Incorporate employee benefit accruals into payroll process.
ERC Return filing, Our scope of work and related deliverables are as follows:
• Preliminary check to assist you determine whether you qualify for the ERC credit (at no charge).
• Documentation of the ERC calculations, organization of the documentation supporting the ERC calculations and conclusions
• Filing of the ERC on amended Forms 941-X
Annual 1099 Filing
EBITDA VERIFICATION - MAY BE IN PARTNERSHIP WITH YOUR CPA
QUALITY OF EARNINGS - MAY BE IN PARTNERSHIP WITH YOUR CPA
TAX SERVICES - MAY BE IN PARTNERSHIP WITH YOUR CPA IF DESIRED
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