Concierge On The Go

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Services

Accounting System Migration**
  • Migration of existing accounting records/data to a new accounting platform
  • Setup of Client preferences for AR, AP, GL, FA, Inventory, payroll (as applicable)
  • Setup users and access levels
Account Clean Up & Catch Up**
  • Assessment of Client’s books/accounting records to determine if cleanup necessary;
  • Clean up consists of reviewing and correcting inaccuracies found in GL, A/R, A/P, Bank Reconciliations and/or if applicable inventory, fixed asses & payroll
State Sales Tax

WebFile Set Up

  • Setup and processing of TX Comptroller WebFile E-Systems application to file returns and process payments on behalf of Client; only applicable for Client’s with active sales tax ID accounts.
Franchise Tax

WebFile Setup

  • Setup and processing of TX Comptroller WebFile E-Systems application to file returns and process payments on behalf of Client; only applicable for Client’s with active franchise tax ID accounts.
Remote Desktop Setup & Access
  • A 3rd party IT provider will install “ScreenConnect” on Client designated desktop to access Client accounting software that cannot be linked to a cloud platform
Account Set Up**
  • File creation with transactions based on Client approved time period
  • Set up of Client preferences and COA
  • Set up company details in accounting system
  • Enter necessary customer, vendor, and employee data
  • Enter Sales items and sales tax information
W9/1099 Set Up and Filing
Manage Open Invoices to Clients
Manage Statement with Open Invoice Supports to Clients