Bookkeeping Services
General Bookkeeping & Financial Recordkeeping
- Day-to-day transaction recording
- Categorization of income and expenses
- Chart of accounts setup and maintenance
- General ledger management
- Monthly, quarterly, and annual reconciliations
- Bank and credit card reconciliations
- Accounts payable (vendor bills & payments)
- Accounts receivable (invoicing & tracking customer payments)
- Petty cash tracking
Payroll Services
- Payroll processing and reporting
- Payroll tax filings (Federal, State, Local)
- Employee pay stubs and direct deposit setup
- W-2 and 1099 preparation and filing
- Quarterly payroll tax returns (Forms 941, 940)
- Year-end payroll reconciliations
Financial Reporting & Analysis
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Budgeting and forecasting assistance
- Custom financial reports for internal use or external stakeholders
- KPI (Key Performance Indicator) tracking
- Break-even and profitability analysis
- Periodic review meetings to discuss performance
- Sales tax tracking and calculation
- Sales tax return preparation and filing
- Multi-state sales tax compliance
- Nexus evaluation and registration assistance
- Cleanup of outdated or inaccurate financial records
- Year-end books preparation for tax filing
- Transitioning from spreadsheets to cloud-based bookkeeping
- Reconstruction of prior-period bookkeeping
Industry-Specific Bookkeeping
- Educators
- Contractors and trades
- Professional service providers (law, medical, consulting)
Let’s Get Started
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