Bookkeeping Services 

Chart of Accounts

A structured, categorized index of all your company's financial accounts is essential for organizing transactions, creating accurate financial statements, and understanding accounts like assets, liabilities, equity, revenue, and expenses.

Payroll

Reduce administrative burdens for your business by allowing us to automate employee payments, and handle tax withholding, filing, and compliance.

Sales Tax Processing

New York State sales tax processing requires businesses to register, collect, and report tax on taxable sales and services, with returns filed quarterly, monthly, or annually. We can advise and handle the best practices for your business.

Interface with Accountant

While we do not prepare income tax returns or other handle other duties typically associated with tax accountants and CPA firms, we interface with accounting firms on a regular basis to provide them your financial data in an easy-to-process format.

QuickBooks Online (QBO)

Widely considered the industry standard for small to mid-sized businesses, we invite you to take advantage of our experience and expertise with this benchmark product.

Fractional (Outsourced) CFO Services 

Annual Budgets

A 12-month financial plan forecasting income and expenses, used by businesses and households to guide spending, set goals, provide tracking, and ensure financial stability.

Monthly Reports

Essential documents that summarize a business's activities, performance, and financial health at regular intervals.

Workers Comp Audits

Annual, mandatory reviews conducted after a policy term ends to verify that actual payroll, job classifications, and subcontractor coverage match the estimated figures.

Not-for-Profit Annual Audits and Reviews

Comprehensive examination to confirm financial statements are free from material misstatement and necessary compliance is met. Willow Bookkeeping Services has extensive experience with Not-for-Profit organizations.

Present Financial Reports at Board Meetings

We are happy to present our financial plans and reports to your Board of Directors or other staff members to help your entire team understand your financial posture and promote transparency.

Personal Services

Elder Financial Care

This includes managing, protecting, and financing the living expenses, medical care, and assets of aging individuals.

Health Insurance Evaluation and Decision Making

Health care decisions can be daunting, especially for seniors, and poor choices can be catastrophic personally and financially. With annual changes and enrollment periods, research must be done just as regularly. We can help!