La Zuanda Glen

With over 50 years combined experience in full charge bookkeeping on our team we offer daily bookkeeping  to small and medium sized businesses hosted on our QuickBooks Enterprise server OR utilizing your QuickBooks Online subscription.   We will coordinate with your CPA quarterly to ensure your books are meeting expectations and on track for timely tax preparation and financial planning. Platforms other than QuickBooks are considered upon request.

• A/R Payment Posting to Invoices (invoicing and collections = separate service quoted upon request)
• Cash reconciliation and deposits
• Accounts Payable Processing 
• Proper Expense Tracking
• Proper Income Tracking
• Proper Asset Purchase Tracking
• Account Reconciliations Daily/Weekly/Monthly (Bank, Credit Card, Expense Reimbursements)
• Profit & Loss / Balance Sheet Review 
• Clean Books and Review with your CPA for Tax Prep
• Tracking by "Class" for multiple locations or lines of business
• Reconciling between multiple entities with same ownership
• Experience with a variety of business types including medical office, retail, field service, farming, rental properties, marine vessels.   We also enjoy learning the nuances of new business types.

**We also offer bookkeeping clean up services for previous years and often can offer a rush deadline commitment**

We offer payroll services for W2 and Contract Labor utilizing your QuickBooks company file.  

• Time calculation or import from time tracking app.
• New Hire onboarding to payroll system.
• Weekly, Bi-Weekly, Monthly payroll processing offered.
• Salary, Hourly, Piece Work or combination
• Direct Deposit via QB
• 1 - 250 employees
• Quarterly wage reports: 941, TWC, 943
• Annual Wage reports: W2, 940, 1099
• PTO accrual and benefits deductions

• Are you struggling with finding the right workflow to properly service your clients or customers?  
• Losing track of work orders, invoicing, purchasing, inventory, hiring staff, government compliance? 
• Need someone to research and consolidate comparisons of industry software options?
• Already purchased Industry Software and struggling to utilize it to your advantage?

Our Owner, La Zuanda Glen, has proven herself to be especially gifted at helping business owners with these struggles.  Schedule an initial consultation for free so she can learn more about your challenges and offer up a solutions project quote.

Our team includes 4 members with extensive (20 plus years each) experience in Medical Billing for Family Medicine and Minor Urgent Care.    Two of these team members also have experience in Chiropractic Billing as well as Provider and Group practice credentialing for Insurance billing.   We are not your typical "corporate" medical billing service.  We are selective about the providers or medical offices we on-board for our services.

• We will utilize your preferred EMR / Medical billing system and the data / history remains with you even if our services are terminated.
• Claim creation includes documentation review and coordination with providers for necessary corrections.
• Fluent Spanish / English Team Members
• Claims submitted within 7 days of DOS
• Payments posted within 3 weeks of remittance receipt
• Denied Remittances worked at time of posting - not deferred for later
• Credentialing for Medicare, Texas Medicaid, BCBS, United Healthcare, Wellpoint, Molina and more.
• CAQH updates and Malpractice Insurance coverage assistance
• Training for Front Desk staff related to insurance verification, co-pays and deductables.  (Billing starts at the front desk always!)
• Many qualified Team members are available to us "as needed" in addition to our core team.