Services
Payment Processing
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Receive invoices and other requests
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Validate invoices against purchase orders, contracts, and related documents
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Categorize and track expenses, including by project
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Resolve vendor disputes
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Process payments to vendors
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Record transactions against trust accounts
Vendor Management
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Maintain vendor database (contact info, payment details, etc.)
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Manage service contracts or POS
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Review and store vendor W9 forms
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Verify and file workers' compensation insurance policies
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Verify and store professional or general insurance policies
Account Management
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Maintain trust account balances
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Reconcile trust account to bank balance
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Prepare of financial statements, trust statements
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Process 1099NEC and 1099MISC as appropriate
Payroll Processing
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Process employee onboarding & offboarding
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Manage payroll support documentation
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Calculate and maintain employee benefits such as PTO, healthcare, 401k contributions, etc.
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Process payroll
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Process healthcare, PTO, 401k contributions and other benefits
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Process emergency employee payments
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Process quarterly and annual payroll tax returns
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Process annual W2 returns
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Complete annual workers comp audit
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Process withholding forms
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Process unemployment claims