Personalized Bookkeeping Services
Let us customize a plan that works for your unique business.
Bookkeeping Basics / Maintenance
Recording income & expenses
Bank, credit card, and loan account reconciliations
Categorizing transactions
Maintaining general ledger
Monthly / Quarterly
Financial Reporting
Profit & Loss statements
Balance Sheet
Statement of Cash Flows
Monthly review calls or check‑ins
Accounts Payable & Receivable Management
Invoicing customers / clients
Tracking payments due
Paying vendor bills
Following up on late payments
Payroll
Services
Processing payroll for employees or contractors
Calculating payroll taxes & deductions
Filing required payroll tax forms
Sales Tax /
Use Tax Filings
Tracking taxable sales
Preparing and filing sales tax returns
Advising on sales tax compliance across jurisdictions (if needed)
Cleanup /
Catch‑Up Services
Bringing books up to date if behind
Correcting mis‑categorized transactions
Reconciling past months or years
Preparing for tax season
Setup &
Onboarding Services
Setting up accounting software / QuickBooks / Xero etc.
Designing chart of accounts customized for the business
Setting up bank feeds, invoicing templates, integrations
Advisory &
Consulting
Budgeting and forecasting
Cash flow forecasting
Financial performance analysis (e.g. margins, expense trends)
Business process improvements (e.g. automate invoicing, expense tracking)
Help with audit preparation
Compliance &
Year‑End Services
Preparing books for tax submission
Coordinating with tax accountants / CPAs
1099 / W‑2 preparation & filing
Making sure records are in order for financial review or audit
Specialized
Services
Industry‑specific bookkeeping (e.g. e‑commerce, construction, real estate)
Multi‑location / multi‑entity bookkeeping
Inventory accounting
Job costing or project tracking
