Business Administration and Accounting Services

We offer services to help you set up a LLC or S-Corp, set-up accounting, licenses and permits, and share best practices to run your start-up leanly and correctly for weather you want to set up your business for future outside investment or keep it private and family owned.

We help you keep your books and administration needs up to date. With accurate data, we can help you budget and project business cash flow to help you grow. We can assist in organizing and managing licenses and help file businesses to the state and federal government.

With our flexible level of services, we can either guide you and your staff or we can do the bookkeeping and administration management for you. You can rest assured that your business is compliant, reconciled, and everything is up to date.

We meet with you bi-weekly or monthly to review your financials and overall administration needs. We’ll go over the Profit & Loss, Balance Sheet and Statement of Cash Flows as well as gaps and opportunities that your business performance reports are showing .

We are here to help you succeed. Depending on your business we can cater the services to best accommodate your needs.

Quickbooks Accounting Services

  • Whether you have an internal accounting department or not, brdy accounting services can assist with your weekly, monthly and quarterly closings. Working alongside your staff to assist or simply taking on this entire work load for you, we can cater the services to fit your needs.

  • This service includes the creation of the 1099’s, providing PDF copies for your records, mailing the 1099’s to all recipients via USPS and mailing form 1096 to the IRS. If you need assistance with exporting the 1099 reports from your accounting software, we can provide these reports for you and/or assist with emailing/phoning vendors to obtain W9 forms.

  • Enter vendor invoices, process check-runs and reconcile vendor statements as needed. Ensuring duplicate payments are not made, invoices are correct (no excess charges which need to be disputed or negotiated) and paid in a timely manner by their due date.

  • We work to help close out invoices and receive payments. Once payment is received, we can post the payment and record the deposit. Should we need to assist with collecting on the outstanding invoice, we can work with your client directly, to ensure they have everything needed and payment will be issued promptly.

  • Monthly or quarterly we will reconcile all asset & liability accounts to tie to the statements.

  • Along with the financial statements, any questions/comments for the clients will be provided (unusual charges, missing information etc.)

Administration Advice and Management

  • We help you understand and effectively set up a company registered in the USA.

  • We can help you create a plan and minimize your tax liability with plenty of time before the year is over.

  • We make sure everything is filed and set up properly so you can run your business without worrying you missed something.

  • Policies are important in a workplace, as it helps reinforce and clarify the standards expected of employees. Our policy creation procedure includes: identify need, identify who will take lead responsibility, gather information, draft policy, consult with appropriate stakeholders, finalize/approve policy, consider whether procedures are required, implement, and monitor/review/revise.

  • We will take a look at your departments and classify each employee to the appropriate department. Then we will speak with the Workers Comp auditor to determine the correct classifications.

    We will also guide you on best insurance practices so you can cover aspects of your business that may give you exposure.

  • We help you receive overdue invoices.