Monthly Bookkeeping Services
- Record and classify transactions accurately for clean, tax-ready financials
- Set up systems to maintain supporting documentation
- Reconcile bank accounts for confidence in your numbers
- Customize financial reports for actionable insights
- Joint review of reports
- Unlimited email / text support
- QuickBooks Online support
Clean-up & Catch-up
Feeling behind on your books? Don’t worry – you’re not alone! Our clean-up and catch-up services are here to help you get back on track. We’ll take care of the details so you can focus on the parts of your business you enjoy most. With everything up to date, you’ll have a clear picture of your income, expenses, and profits.
What to Expect
- Customized QuickBooks Online set-up
- Record transactions accurately for clean, tax-ready financials
- Reconcile bank accounts for confidence in your numbers
- Customize reports for actionable insights
- Profit and loss analysis
Annual Reporting
- Compile year-end statements
- Prepare and present financials to tax preparer
- 1099 filings
- Review tax liabilities