Iris Financial Group

Reconcile Monthly: Bank Statement, Credit Card Statement, Line of Credit and Loan Manage Accounts Payable and Receivable Maintain General Ledger and Chart of Accounts Sales Tax Return Preparation and Remittance Month End Reports: Balance Sheet and Income Statement Send Monthly Custom Reports Package Analyze Data and Provide On-Going Consulting Year-End: Year End Required Filings Business Tax and License Assist CPA With Year-End Tax Prep High Networth Individuals + Families Bring your business to the next level with budgeting and forecasting The analytics can help you formulate strategies, plan for the future and align your goals across the entire organization Both processes are crucial components of every company’s journey, especially during periods of change and growth

Creating and Maintaining Budgets Forecasting (1-5 Year Plans) Monthly Financial Analysis Meetings and Forecasting Reports A business consultant will assist and guide the owner in running a business by helping them clarify the vision of their business and how it fits in with their personal goals

Business consulting is used to take a business from where it is now to where the business owner wants it to be

PAYROLL + HUMAN RESOURCE SERVICES

Full Service Payroll Management Provide New Hire Packets For Employees and Contractors Manage Payroll Process – Manage, Record, and Run Payroll Provide and Create HR Forms Create and Maintain Employee Handbooks

Accounting Software Configuration and Support

Set up and Install QuickBooks Desktop and QuickBooks Online Accounting Software Transition to Intuit Product Suite From Prior Accounting Software Set-up, Clean Up, Organize and Maintain Chart of Accounts QuickBooks Consulting, Training, and Support