As a Non-profit Organization, fund manager, or as a business owner you have more important things to do than your own recordkeeping and bookkeeping. At Robert Lee & Associates, LLP we understand this concept and we offer solutions to help our clients focus on core missions and competencies. The truth is, unless you are a professional bookkeeper, you do NOT make money doing bookkeeping.
Our clients can choose from a menu of services that let us tailor to their specific needs. A few of our services include:
- Cloud-based storage
- Strong technology platform
- Daily, weekly, monthly or quarterly processing of transactions
- Online vendor payment system
- Timely preparation of financial statements
- General ledger maintenance
- Designated account manager
- Welcoming customer support
- Consulting
- Management of 1099’s
- Organization of information for tax return preparation purposes