Monthly Bookkeeping
Complete monthly service to keep records accurate and compliant.
Included:
- Transaction categorization
- Bank reconciliation
- Accounts payable and receivable tracking
- Monthly statements (P&L, Balance Sheet, Cash Flow)
- Email support
Delivered: Reports monthly.
Bookkeeping Health Check
Second opinion on your existing books.
What we review:
- QuickBooks setup
- Balance Sheet vs. tax return
- P&L accuracy
- Chart of Accounts
- AR/AP status
- Bank reconciliation
- Errors and duplicates
Deliverable: Detailed findings report with cleanup quote.
Timeline: 5-7 business days.
Perfect for: Switching bookkeepers, DIY verification, loan prep, tax season prep.
Accounts Receivable Management
Track customer invoices, payments, and outstanding balances.
For: Service firms with invoicing and payment tracking needs.
Compliance Support
Audit-ready documentation for tax and regulatory requirements.
For: Businesses with regulatory oversight.
Payroll Setup & Support
Expert configuration of Gusto, QuickBooks Payroll, or ADP.
Included:
- Software selection
- System setup
- Employee classification
- Tax configuration
- Direct deposit setup
- Training
941 Quarterly Filing
Accurate Form 941 preparation and filing.
Included:
- Quarterly filing
- Tax reconciliation
- Deposit verification
- Deadline management
- Direct IRS filing
Financial Reporting
Clear, comprehensive statements and custom reports.
Included:
- P&L (Profit & Loss Statement)
- Balance Sheet
- Cash Flow Statement
- Custom reporting as needed
Cleanup & Catch-Up
Behind on books? We'll get you current and tax-ready.
Fixed quote provided after assessment.
We carry Professional Liability (E&O) Insurance.