Ascend specializes in all of the "stuff" that is not trade-related.  The list would be endless - but here are some examples:

 

• Bookkeeping

• License filings - city and state

• Insurance - business and benefits

• Property tax statements

• Bank and Credit Card reconciliations

• Customer invoicing

• Payroll - including certified payrolls for contractors

• Union reporting

• Lien releases

• Bill payments (online, manual or both)

• Inventory control - assessment and management

• Cash receipts, deposits, funds transfers

• Sales/Use tax return and other BOE reporting specific for industry

• Worker's compensation reporting

• Cash forecasting

• Job costing, departmental reporting

• Monthly financial statements

• Business plans, employee handbooks and IIPP programs

• Loan management

• Collections

• Unemployment/worker's compensation claims management

• Fixed asset management

• Process and procedures for administrative or operational uses

• Audits - BOE, IRS, EDD, unions, insurances etc.

 

QuickBooks Consulting

• QuickBooks setup

• QuickBooks training

 

Products Supported:

We are also adept at implementing technological solutions, including QuickBooks and the latest Payroll Software.

• QuickBooks Basic, Pro, Premier

• QuickBooks Premier: Contractor Edition

• QuickBooks Premier: Nonprofit Edition

• QuickBooks Premier: Retail Edition

• Yardi, Mas90, Timberline, ForeFront, PMAS

• Peachtree, Paradox, Uptrends, AccPac

 

Industries Supported:

I have served clients in the following industries:

 

• Advertising

• Agricultural

• Automotive Sales/Repair

• Computers-Sales/Service/Software

• Construction - General and Sub-contractors

• Consulting

• Daycare/Foster Care

• Design/Architecture/Engineering

• Dental

• Financial Services

• Florists

• Home Owner Associations/Memberships

• Hospitality

• Insurance/Brokerage

• Manufacturing Operations

• Pest Control

• Plumbing, HVAC, Electricians

• Photography

• Property Development

• Property Management-commercial, residential, low-income yellow book

• Real Estate Sales

• Restaurants/Deli

• Retail/Wholesale (pet supplies, lumber, agricultural supplies)

• Spa/Salons

• Yard Maintenance

 

Ascend Financial Management  1341 W Robinhood Dr, Suite B-1, Stockton, CA  95207

(209) 472-7378   fax (209) 472-1778