Overview

With Williams Group Financial, you can relieve the daily demands and stress of bookkeeping, payroll, and payroll tax reporting so you can concentrate on what matters most, patient care. Enjoy peace of mind knowing that your practice accounts are reviewed with CPA accuracy and confidentiality. You'll benefit from having 24/7 online access to your financial information so you can make better business decisions and manage practice outcomes.

Three Levels of Service

Bookkeeping & Reporting

• Post daily transactions within QuickBooks Online

• Reconcile bank accounts monthly

• Reconcile credit card statements monthly

• Produce monthly financial statements

Full Service Payroll

• Process payroll via direct deposit

• Pay federal, state, and local withholding and unemployment tax payment

• File federal, state, and local withholding and unemployment tax forms.

• Provide annual W2s to employees

• Submit W2 information to Social Security Administration

• File monthly, quarterly, or annual sales/use tax

Full Service Bill Pay

• Process accounts payable via client's bank

• Resolve billing discrepancies

• Coordinate with vendor on any bill pay discrepancies

• Ensure accurate and timely processing of all bills

Add On Services

• 1099 preparation

• Workers compensation audits

• Bookkeeping and accounting prior to the date client engages Williams Group Financial

• Payroll related & sales tax filings prior to the date client engages

Williams Group Financial

• State non-payroll related tax filings

• Ad Hoc financial report requests