Merlo Financial Services
Home
Industries Served
Restaurant Clientele
Services Provided
Our Team
Contact
Testimonials
Merlo Financial Services
Home
Industries Served
Restaurant Clientele
Services Provided
Our Team
Contact
Testimonials
More
  • Home
  • Industries Served
  • Restaurant Clientele
  • Services Provided
  • Our Team
  • Contact
  • Testimonials
  • Home
  • Industries Served
  • Restaurant Clientele
  • Services Provided
  • Our Team
  • Contact
  • Testimonials

Professional Accounting Services

Bookkeeping Services

  • Setup - Creation of Quickbooks account, remote access, organizing files, etc.
  • Sales – Record weekly/monthly sales based off reports form your POS system
  • Accounts Payable - Maintain vendor accounts including entering and paying bills,   1099’s 
  • Accounts Receivable - Maintaining customer accounts, enter invoices, post payments
  • Payroll (Only offered to Full Service Clients) - Set up and maintain employee records and files, preparation of payroll inhouse, pay payroll taxes and process quarterly and annual employee tax forms, provide personalized payroll report for managers to fill out, pay wage garnishments, W2’s 
  • Banking - Reconciliation of bank accounts/Credit Cards and monitoring of bank activity and balances, Budgeting, Cash Flow monitoring 
  • Taxes - Monitor and pay taxes including Payroll and Sales taxes (Multi-State) 
  • Reports - Send weekly and monthly reports, including P&L, cash flow, and balance sheet. Custom design reports to suit your needs so you can keep track of your food, beverage, and labor costs on a weekly basis or as often as you need it 
  • Insurance - Prepare reports and meet with auditors when the need arises 
  • Cash flow management - monitor cash flow for businesses that little extra!
  • Consulting - business consulting on various business needs such as business setup, budgeting, government help for small businesses, etc.
  • Personalized service to your needs and your business
  • And most importantly, EXCELLENT customer service 

Copyright © 2025 Merlo Financial Services - All Rights Reserved.


Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept