Question 1

Monthly Bookkeeping

Accepted Answer

Categorizing transactions, reconciling accounts, and keeping your books accurate every month.

Question 2

Bank & Credit Card Reconciliation

Accepted Answer

Ensuring every transaction matches your statements with no discrepancies.

Question 3

Accounts Payable Management

Accepted Answer

Tracking bills, organizing vendor payments, and keeping you on schedule.

Question 4

Accounts Receivable Tracking

Accepted Answer

Recording customer payments, monitoring outstanding invoices, and keeping cash flow clear.

Question 5

Financial Reporting

Accepted Answer

Monthly Profit & Loss, Balance Sheet, and custom reports explained in plain language.

Question 6

Transaction Categorization

Accepted Answer

Clean, accurate coding for tax time and financial clarity.

Question 7

Payroll Coordination

Accepted Answer

Managing hours, sending payroll data, and ensuring employees are paid correctly.

Question 8

Sales Tax Tracking

Accepted Answer

Recording taxable sales and keeping your records organized for filing.

Question 9

1099 Preparation

Accepted Answer

Collecting W9s, tracking contractor payments, and preparing yearend 1099s.

Question 10

Quarterly Reviews

Accepted Answer

Checking in every quarter to ensure your books stay accurate and up to date.

Question 11

Clean-up, catch-up, set-up services

Accepted Answer

Clean-up, catch-up, set-up services or a complete financial reset for your business. Set-up builds your custom accounting foundation, catch-up enters and organizes past missing months, and clean-up fixes errors, reconciles accounts, and delivers tax-ready reports.

PLANS & PRICING

Basic Plan

Essential Plan

All-Inclusive Plan

Custom Plan

Clean-up and Catch up

CORE BOOKKEPING SERVICES