Expert Services to Keep Your Business on Track

• Weekly or monthly bookkeeping — We categorize all your financial transactions accurately and ensure everything is properly recorded. By keeping your books updated regularly, you’ll always have a clear picture of your financial health. As a result, you can make informed business decisions with confidence.
• Monthly account reconciliation — We reconcile your bank and credit card statements with your accounting records to ensure accuracy. This process helps catch errors, prevent fraud, and ultimately gives you peace of mind knowing your financial data is reliable.
• Bookkeeping catch-up projects — If you’ve fallen behind on your bookkeeping, we bring everything up to date quickly and efficiently. We organize and reconcile past transactions, so your books are accurate and up to date, allowing you to move forward with confidence.

Financial Reporting

• Monthly financial reports — Each month, you’ll receive detailed financial reports, including profit and loss statements, balance sheets, and cash flow summaries. These reports help you track your financial performance, identify trends, and plan for the future.
• Tax season-ready financials — When tax season arrives, we organize and update your financial records. We then prepare the necessary reports and documentation. This ensures you’re fully ready for tax filings, making the process smooth and stress-free.

Customer and Vendor Account Management

• Accounts Receivable and Invoicing — We track outstanding invoices and send reminders to clients to improve your cash flow and reduce the stress of unpaid invoices.
• Accounts Payable — We manage bills, organize payments, and keep your vendors satisfied with timely payments. This keeps your business running smoothly and helps you avoid late fees. As a plus, it keeps your vendors happy.

Compliance Services

• Sales Tax Filings — We handle your sales tax obligations by calculating and filing your sales tax returns on time. This keeps you compliant and helps you avoid penalties.
• Quarterly Payroll Tax Filings — We manage your quarterly payroll tax filings, ensuring all necessary forms are completed accurately and submitted on time. This helps keep your business compliant with payroll regulations.
• Annual Payroll Tax Filings — At the end of the year, we prepare and file your annual payroll tax reports, including W-2s and 1099s. This ensures you remain fully compliant with tax authorities and avoid penalties.

Check out our service packages here or contact us to discuss your specific needs, and we will build a customized offering to support your business!