Services / Packages Explained
Core Package
CATEGORIZING TRANSACTIONS
We organize and classify your business transactions to record every expense and income item accurately.
MONTHLY RECONCILING
We match your bank and credit card statements to your accounting records each month to ensure everything aligns. This process helps catch errors, prevent fraud, and gives you confidence that your books are accurate and up to date.
FINANCIAL STATEMENTS
We provide monthly financial reports—including your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement—so you always have a clear picture of your business’s financial health.
QBO VENDORS
We update and maintain vendor details in QuickBooks Online, ensuring that each transaction is accurately linked to the correct vendor. This helps you keep track of who you’re paying, monitor spending patterns, and generate cleaner, more organized financial reports.
TAX PREP
We prepare your year-end Profit & Loss Statement and ensure your books are clean and organized, making it easy for your CPA to file your taxes accurately and on time.
Complete Package
ACCOUNTS RECEIVABLE
We track and manage incoming customer payments, ensuring invoices are recorded, monitored, and followed up on. This helps you maintain steady cash flow and stay on top of what’s owed to your business.
QBO CUSTOMERS
We manage your customer list in QuickBooks Online, keeping contact details and transaction history organized. We also create and send invoices, helping you track sales, monitor outstanding balances, and ensure timely payments from your clients.
ACCOUNTS PAYABLE
We record and track your business expenses, ensuring bills are organized and scheduled. We’ll also process payments, so your bills are paid accurately and on time, helping you manage cash flow and maintain strong vendor relationships.
RECEIPT MANAGEMENT
We collect, organize, and attach your receipts to the correct transactions in QuickBooks Online. This keeps your records audit-ready, supports accurate expense tracking, and saves you time come tax season.
Add-Ons
CLEAN-UP
If your bookkeeping feels overwhelming or has fallen behind, our Clean-Up service is here to get you back on track. We review, organize, and correct your financial records to ensure everything is accurate, up-to-date.
W-9 MANAGEMENT
We make it easy to request, track, and store W-9s, so you're always prepared when it’s time to file 1099s.
1099-NEC FILING
We handle the preparation and electronic filing of your 1099-NEC forms, ensuring your contractors receive them on time and your business avoids penalties.
ANNUAL REPORT FILING
Many states require businesses to file an annual report to maintain good standing. Our Annual Report Filing service ensures your business information is accurately submitted on time, helping you stay compliant and avoid late fees or administrative headaches.
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