SCOPE OF WORK | ![]() |
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EFM CLIENT PORTAL | |||
24/7/365 Access | X | X | X |
Secure and custom to EFM Bronze, Silver or Gold level services | X | X | X |
FINANCIAL REPORTING | |||
Balance Sheet | X | X | X |
Income Statement | X | X | X |
Statement of Cash Flows | X | X | X |
Departmental / Segment Reporting | X | X | X |
Budgeting & Forecasting | X | X | X |
Detailed and Customized Reporting | X | X | X |
ACCOUNTING & BOOKKEEPING | |||
Customized Chart of Accounts | X | X | X |
General Ledger Maintenance | X | X | X |
Bank Reconciliations | X | X | X |
Credit Card Reconciliations | X | X | X |
Fixed Assets Maintenance | X | X | X |
Notes and Loans Analysis | X | X | X |
Depreciation and Amortization Schedules | X | X | X |
TAX COMPLIANCE | |||
Business Tax Returns | X | X | X |
Individual Tax Returns | X | X | X |
Tax Planning and Projections | X | X | X |
State Sales Tax Filings | X | X | X |
Prepare Forms 1099 and W-4s | X | X | X |
PAYROLL | |||
Integrated payroll processing with General Ledger | X | X | |
Employee Direct Deposit and Debit Cards | X | X | |
Payroll taxes direct debit on each payroll | X | X | |
Workers Compensation Pay As You Go | X | X | |
Workers Compensation Audits | X | X | |
Employer and Employee Portal Access | X | X | |
Prepare all Quarterly and Yearly Payroll Tax Returns including W-2's | X | X | |
Pension and Retirment Submission of Payroll Activity | X | X | |
CASH MANAGEMENT | |||
Complete system of Accounts Payable and Vendor Maintenance | X | ||
Complete system of Accounts Receivable and Customer Maintenance | X | ||
Platform for maintaining all Invoices and Bills in one central location | X | ||
Expense Reimbursement tracking | X | ||
Cash Management reporting | X | ||
PREMIUM SUPPORT | |||
Unlimited phone calls and video conferences | X | ||
Pricing | Contact Us | Contact Us | Contact Us |