Accounts Receivable

Accounts Receivable and Accounts Payable

Accounts Receivable is important because cash is the lifeblood of your business. Having a streamlined process for accounts receivable allows you to invest in your business or take cash out sooner.

Off Your Plate services include:

  • Pay Vendors/Bill Pay
  • Billing/Invoicing
  • Follow Up on Delinquent A/R
  • Vendor Management
Bank Reconciliations

Bank Reconciliations

Bank reconciliations assist with the regular monitoring of your business’ cash flow. It helps identify any discrepancies in accounting records of the company or the bank.

Off Your Plate services include:

  • Bank and Credit Card Accounts
Tax Preparation

Business Reporting

Having accurate and timely financial reporting is crucial to small business owners in order to provide useful information for decision-making.

Off Your Plate services include:

  • Create Financial Statements and Custom Reports
  • Assist with Budgets and Forecasts
Other Admin Headaches

Tax Preparation

Tax filings are essential. However, they can be a time-consuming and tedious task for most small business owners. Investing in bookkeeping services enables you to save money paid to your accountant at tax time.

Off Your Plate services include:

  • Monthly, Quarterly, Yearly Tax Filings
  • Sales/Use Tax Filing
  • Prepare End-of-Year Tax Forms
Other Admin Headaches

Other Admin Services

  • Meeting and Event Planning
  • Gather insight from clients with surveys
Interested in learning more?
What some of our customers are saying:
“Off Your Plate helps me with everything from invoicing to forecasting financials and more. I wish I had hired Dina sooner.”
- Dana B.
“Off Your Plate provides me with the confidence that crucial administrative tasks are accomplished on time and done correctly.”
- Jane A.