📊 Our Services: Clarity for Every Stage of Your Business
Running a business is complex, but managing your money shouldn't be. Whether you're drowning in receipts, just starting out, or ready to scale, we offer flexible bookkeeping services tailored to your unique needs. We provide the accurate data and expert guidance you need to make smart decisions and save time and stress.
1. Basic Monthly Bookkeeping
Perfect for: Sole proprietors and service-based businesses seeking consistent, fundamental financial organization.
This package is the foundation of financial clarity. We manage the core, time-consuming tasks so you can focus on growth.
Transaction Processing: Accurate classification and entry of all bank and credit card activity.
Monthly Reconciliation: Ensuring your books perfectly match your bank statements to catch errors and maintain accuracy.
Essential Reporting: Delivery of your monthly Profit & Loss and Balance Sheet statements.
Software Management: Setup and maintenance of your cloud accounting platform (e.g., QuickBooks Online).
2. Full-Service Financial Management
Perfect for: Growing businesses with employees that require comprehensive financial delegation and compliance oversight.
Go beyond the basics with our all-inclusive service. We act as your entire financial back office, ensuring compliance and maximizing efficiency.
Everything in Basic Bookkeeping, PLUS:
Full-Service Payroll: Accurate and timely processing of payroll, including federal, state, and local tax filings (W-2s, 1099s).
Accounts Payable/Receivable: Managing vendor bills and client invoicing to optimize cash flow.
Sales Tax Compliance: Calculating and filing periodic sales tax returns.
Quarterly Strategy Review: Dedicated time to analyze your financial reports and discuss future planning.
3. Book Cleanup & Catch-Up
Perfect for: Any business that is months (or years) behind on their bookkeeping and needs a clean slate immediately.
Stop stressing over your backlog! We specialize in transforming messy, historical data into accurate, organized financial records.
Diagnostic Review: Assess the scope of the backlog and create a targeted cleanup plan.
Historical Data Processing: Systematically categorize and reconcile all past transactions.
Error Correction: Identifying and fixing errors to ensure the integrity of your opening balances.
Tax-Ready Books: Deliver organized financial reports, ready for your CPA, eliminating the year-end panic.
📞 Ready for Financial Clarity?
We believe in customized solutions. Use our free consultation to tell us about your business, and we'll recommend the package that provides the most value for your specific needs.
🌟 Basic Monthly Bookkeeping Services
"Clarity and Control: Essential Bookkeeping for Your Small Business Success"
Our Basic Monthly Bookkeeping service is designed to take the day-to-day financial stress off your shoulders, giving you time back to focus on what you do best: running your business.
We ensure your financial records are clean, accurate, and up-to-date, providing a solid foundation for growth and painless tax preparation.
What's Included in the Basic Package:
Transaction Categorization & Reconciliation:
We accurately sort and categorize all your business income and expenses from bank and credit card statements.
We perform monthly bank and credit card reconciliation to ensure your books perfectly match your statements, catching errors or fraud immediately.
Essential Financial Reporting:
You will receive key monthly reports (Profit & Loss / Income Statement and Balance Sheet) delivered straight to your inbox.
These reports offer a clear snapshot of your company's performance and financial health.
Software Management:
Setup and ongoing maintenance of your cloud accounting software (e.g., QuickBooks Online, Xero).
Email Support:
Access to our team for quick questions and clarifications regarding your monthly reports.
The Benefit to You:
Peace of Mind: Know exactly where your money is going and that your records are audit-ready.
Tax Ready: Eliminate the last-minute scramble—your financial data will be organized and ready for your CPA at year-end.
Better Decisions: Gain the confidence to make informed business choices based on accurate, real-time data.
🧹 Book Cleanup & Catch-Up Service
"From Backlog to Balance: Get Your Financial Records Organized, Accurate, and Tax-Ready."
Are you feeling overwhelmed by months (or years) of piled-up transactions, missing receipts, and unreconciled accounts? Don't stress—it happens to the best business owners!
Our Book Cleanup and Catch-Up Service is designed to eliminate your financial mess, providing a fresh start and a clear picture of your company’s health. We will meticulously review, correct, and process your historical data so you can move forward with confidence.
What We Do (The Process):
We transform your messy records into accurate, audit-ready financials through a systematic process:
Full Diagnostic Review: We start by assessing the state of your current books, identifying the period you've fallen behind, and noting key problem areas.
Historical Transaction Processing: We systematically categorize and enter all missing bank and credit card transactions for the entire catch-up period.
Account Reconciliation: We meticulously reconcile all bank, credit card, and loan statements to ensure every dollar is accounted for and your books match your financial records.
Error Correction: We fix errors such as duplicate entries, misclassified expenses, and incorrectly recorded assets or liabilities.
Clean Up & Standardization: We organize your Chart of Accounts and clear out old, unresolved accounts payable and accounts receivable balances.
The Result You Get (The Benefit):
Stress Relief: Instantly remove the burden of years of backlog from your plate.
Tax Confidence: Receive accurate, organized financial reports ready for your CPA, eliminating the last-minute tax season scramble and reducing the risk of penalties.
Financial Clarity: Gain a true, clear understanding of your past profitability and cash flow, giving you the data needed to make smart future decisions.
Seamless Transition: We ensure your books are perfectly set up for a smooth transition into regular, ongoing monthly bookkeeping services.
Ready for a Clean Slate?
Cleanup projects are custom quoted based on the number of months and complexity of transactions. [Call us today / Schedule your free, no-obligation assessment] to get a fixed-rate quote and a personalized plan to get you caught up fast!
🚀 Full-Service Financial Management Package
"Beyond the Books: Comprehensive Financial Management and Compliance"
Designed for growing small to medium-sized businesses, our Full-Service Financial Management Package is your complete solution for stress-free operations. This advanced service integrates professional bookkeeping with essential compliance tasks like payroll and sales tax filing, allowing you to focus completely on scaling your business.
We don't just record transactions—we actively manage your financial health and regulatory obligations.
What's Included in the Full-Service Package:
This package includes everything in our Basic Bookkeeping Service, PLUS these crucial value-added components:
1. Full-Service Payroll Management
Worry-Free Processing: Weekly, bi-weekly, or monthly payroll processing for your W-2 employees.
Tax Compliance & Filing: We handle all federal, state, and local payroll tax filings (941s, 940s, state returns), ensuring timely and accurate submissions to avoid penalties.
Year-End Forms: Preparation and distribution of W-2s and 1099s for your employees and contractors.
Direct Deposit: Seamless integration with popular payroll platforms for direct deposit and access to employee pay stubs.
2. Accounts Payable & Receivable Management
Invoicing: Timely generation and delivery of client invoices to speed up cash flow.
Vendor Bill Payments (A/P): Organizing, reviewing, and processing payments to your vendors and suppliers on your behalf.
Collections Support: Gentle follow-up on overdue customer invoices.
3. Sales Tax Reporting & Filing
Calculation of sales tax collected based on your jurisdiction.
Accurate and timely filing of monthly, quarterly, or annual sales tax returns (State & Local).
4. Enhanced Reporting & Consulting
In addition to standard reports, you receive custom reports like Budget vs. Actuals to monitor performance.
Quarterly Financial Review Call: A dedicated meeting to discuss your reports, analyze trends, and plan for tax optimization.
Who This Is For:
This package is ideal for businesses with employees, complex sales tax requirements, and owners who are ready to fully delegate their financial back office to a trusted professional.
Contact us
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