Off Your Plate
Stop letting administrative tasks get in the way of what is truly important to your business.
Off Your Plate offers bookkeeping, administrative, and tax preparation services to help small business owners focus on growth and client service.
About
Off Your Plate helps small business owners achieve their goals by providing professional bookkeeping and administrative services. By taking distracting tasks off their plates, clients can focus on serving their clients and growing their business.
Services
Accounts Receivable and Accounts Payable
Streamlined accounts receivable and payable processes, including pay vendors, billing/invoicing, follow-up on delinquent A/R, and vendor management.
Bank Reconciliations
Regular monitoring of cash flow through bank reconciliations, identifying discrepancies between accounting records and bank statements.
Business Reporting
Accurate and timely financial reporting, including creation of financial statements and custom reports, and assistance with budgets and forecasts.
Tax Preparation
Monthly, quarterly, and yearly tax filings, including sales/use tax filing and preparation of end-of-year tax forms, saving money paid to accountants.
Other Admin Services
Additional administrative services including meeting and event planning, client surveys, and other support tasks.
