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QuickBooks

Our accounting and bookkeeping team is QuickBooks certified, but that doesn’t mean you need to switch to QuickBooks. We have extensive experience working with a variety of bookkeeping platforms and services, and we’re happy to work with the tools that best suit your business needs.

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BOOKKEEPING

At SJ Associates, we provide professional bookkeeping services to help your business maintain accurate financial records, streamline operations, and make informed decisions. Whether you need help catching up, managing monthly books, or setting up QuickBooks and other software, we’ve got you covered.

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    • Ongoing management of your books to ensure they’re accurate and up-to-date.

    • Services include:

      • Categorizing income and expenses.

      • Reconciling bank and credit card accounts.

      • Generating financial reports.

      • Gain clear insights into your cash flow and business performance.

    • ​Advanced Services:

      • Job Costing & Project Tracking
        Know what each project really costs. Ideal for contractors, creatives, and professionals billing by engagement.

      • Bill Pay Management
        Streamlined vendor payments either through SJ Associates Bookkeeping internal processes or through secure platforms (i.e. Bill.com or Melio).

      • Payroll Support
        Integration with your payroll provider (ADP, Paychex, Gusto) journal entries, and payroll tax reconciliation.

      • Sales Tax Filing & Compliance
        Nexus compliance in multi-state and local sales tax management, filing support, and audit preparation.

      • 1099 Preparation & Vendor Management
        W-9 collection, year-end filings, and full support onboarding contractors and vendors.

    • Bring your financial records up to date quickly and accurately.

    • Reconcile accounts, organize transactions, and ensure compliance.

    • Ideal for businesses that have fallen behind or need to prepare for tax season or audits.

    • Sales tax

    • Customize QuickBooks for your business needs.

    • Integrate accounts, vendors, and payroll systems.

    • Training & Support:

      • Hands-on guidance to help you or your team navigate QuickBooks.

        • Tips for managing invoices, expenses, and reporting efficiently.

    • Troubleshooting:

      • Assistance with resolving errors and optimizing your QuickBooks system.

FORENSIC ACCOUNTING AND LITIGATION SUPPORT

Our forensic accounting services provide detailed financial investigations for individuals and businesses facing legal, financial, or fraud-related challenges.

    • Identifying financial discrepancies and inconsistencies.

    • Reconstructing incomplete or missing records.

    • Tracing and analyzing financial transactions.

    • Detecting potential fraud or mismanagement.

    • Assisting attorneys and individuals with financial transparency in legal cases involving child support or separation of assets.

    • Analyzing income, expenses, and asset distribution.

    • Investigating hidden assets and undisclosed income sources.

    • Reviewing financial records to detect embezzlement, mismanagement, or irregularities.

    • Providing expert financial analysis to support legal cases.

With our expertise in bookkeeping and forensic accounting, we ensure financial clarity, accuracy, and compliance. Whether you need day-to-day bookkeeping or a deeper financial investigation, we are here to help.

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