Services

Let us handle the numbers while you grow your company

Leone Financial provides COMPREHENSIVE bookkeeping and financial support

Core Bookkeeping

  • Recording and categorizing business transactions
  • Monthly bookkeeping and account maintenance
  • Bookkeeping clean-up and catch-up services
  • Preparation of financial reports

Payroll & Sales Tax Support

  • Payroll processing or coordination with your payroll provider
  • Sales tax return preparation and filing
  • 1099 and W-2 processing
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Ongoing Financial Support

  • Accounts payable and accounts receivable adjustments
  • Review and verification of accounting data
  • Collaboration with staff accountants as needed
  • Annual business filings

Software Expertise

  • Specialize in QuickBooks Desktop and QuickBooks Online
  • QuickBooks setup and optimization tailored to your business's needs
  • Troubleshooting discrepancies and third-party app integrations

Leone Financial provides bookkeeping services, fractional CFO support on a case-by-case basis, and CPA-ready financial reports. Please note that we do not prepare or file tax returns.

Not Sure What You Need?

Every business is different. Let's discuss a plan that fits you.

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