Confirm and amend pre-existing financial data

Review and revise Chart of Accounts and classification of revenue and expenses

Confirm correct mapping of banking accounts

Provide financial overview to-date

Review and classify all income and expense transactions

Reconcile all banking accounts

Generate and send monthly financial statements to appropriate parties

Prepare budgets & projections

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  Review year-end financials and pass along to CPA

Prepare W2s and 1099s

Create annual budget & projection

Compile documents for workers comp audits