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Free Consultation

Info@ExcelCapitalConsulting.com

Our Services

Our Service

What Services We Offer

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Initial Setup

• Choose Monthly Client Requirements
• Set up chart of accounts
• Register Client with personalized Quickbooks Online Account
• Input your opening balances
• Review of Recordkeeping System
• Implement Applications and payments systems



Full Charge Bookkeeping

• Accounts payable (entry, bill paying)
• Accounts receivable (entry, invoicing)
• Bank and credit card reconciliation
• Financial statement preparation
• Maintain general ledger
• Review and enter month-end close
• Balance general ledger to subsidiary records
• Clean up stray entries
• Review your transactions for the year

Payroll & Salary

• Initial payroll setup
• Annual W-2s to Employees & SSA
• Monthly payroll reports
• New Employee Setup & Record Keeping
• New hire reporting
• Payroll Processing
• Prepare paychecks (direct deposit optional)
• Prepare quarterly and annual payroll reports, including W2s & W3s.
• Schedule payroll tax liability payments
• State & Federal Payments & Filing

Bookkeeping Tune-up

• Annual 1099s to Vendors & IRS
• Annual Audit & Tax Compilation
• Review your transactions for the year
• Deposit, Bill Pay & Budget Options
• Monthly or Quarterly Reporting
• Timely Data Entry & Bookkeeping
• Balance general ledger to sub records
• Clean up stray entries

Business Consulting

• Analyze monthly requirements of client
• Cash flow management
• Create Custom Reports
• Financial statement interpretation
• Provide App training
• Provide Quickbooks training
• Review of current record keeping system

Additional Services

• MS Excel report creation
• VBA & Excel Macro production
• Deposit, Bill Pay & Budget Options
• Monthly or Quarterly Reporting
• Prepare Personal Property Tax Returns
• Prepare Sales Tax Reports
• Prepare W9 and 1099s for contractors
• Troubleshooting Quickbooks
• And more…

Testimonials

What People Say About Us

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John
    John

    Designer

    “The Excel Capital offered us top notch services that helped us streamline our financial operations. They have a team of highly knowledgeable professionals who provided us with valuable insight and advice.”

    Jennifer
      Jennifer

      Marketing

      “The Excel Capital team went above and beyond to ensure that all our financial needs were met. Their attention to detail and commitment to excellence was unmatched.”

      Claudia
        Claudia

        Consultant

        “Working with the ECC team has been a pleasure. Their expertise and professionalism was evident in every interaction, and they were always available to answer our questions.”

        FAQ

        General Question

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        What does Salary Finance offer my employees?

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        What can I use a Salary Finance loan for?

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        Where Can I Find More Information?

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