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What We Offer

Accounting & Bookkeeping

Most business owners didn't start their company to do bookkeeping. We take care of it, from daily transactions through year-end close, so your numbers are ready when you need them.

Accounting and bookkeeping services

  • Full-Service Bookkeeping & Business Management

    Daily transaction entry, invoicing, A/R and A/P tracking, and records management. We handle the financial admin so your books are always current and organized.

    • Entering of daily transactions
    • Creating invoices & statements
    • Posting accounts receivable receipts
    • Tracking accounts receivable, including aging
    • Tracking accounts payable, including aging
    • Entering & paying bills
    • Entering checks handwritten by clients
    • Maintaining/storing of financial records
    • Posting monthly accrual expenses
    • Posting purchase orders

  • Year-End Closing Including 1099s & W-2s

    Full year-end close coordinated with your CPA: balance sheet reconciliation, adjusting entries, 1099 filing, and W-2 processing.

    • Balancing & reconciling all balance sheet accounts
    • Reviewing all profit & loss activity
    • Posting year-end adjusting entries
    • CPA coordination for tax filing & documentation
    • Collecting W-9 forms from vendors
    • Filing 1099s with Federal & State authorities
    • W-2 processing

  • Basic HR Assistance

    HR support covering employee handbooks, onboarding, PTO tracking, compliance audits, and records management.

    • Developing & improving internal processes and procedures
    • Creating & updating employee handbooks
    • Creating employee forms
    • Auditing for HR compliance
    • Developing & updating job descriptions
    • Developing new hire orientations
    • Filing & updating employee records
    • Tracking PTO in-house or through a payroll service
    • Assisting with office operations & controls

  • Sales & Use Tax Assistance

    Sales and use tax is more complex than most businesses realize. LEM tracks your liability and files your returns so you're not caught off guard by penalties.

    • Sales & use tax liability tracking
    • Return preparation & filing
    • Use tax awareness & compliance guidance
    • Penalty prevention

  • Vendor & Payroll Liaison

    We match you with the right vendors and payroll processors, review contracts, and manage the ongoing relationship. Better service and lower costs.

    • Vendor and payroll processor selection
    • Contract assistance & review
    • Ongoing vendor & payroll communication
    • Cost management

Outgrown spreadsheets and manual entry? Our technology team can connect and automate the systems your business runs on.

Not Sure Which Service Fits Your Needs?

Tell us about your business and we'll tell you what makes sense. No commitment required.

Talk to an Advisor