Core Bookkeeping & Financial Foundations

Efficient Payroll & Compliance Team members are paid accurately; tax obligations are simplified.

Seamless Payroll Processing Periodic pay runs are managed for employees, ensuring total accuracy and on-time payments. Direct deposit setup and employee self-service portals are prioritized for speed and convenience.

Payroll Tax Compliance Preparation and facilitation of all critical filings are included, covering quarterly Form 941s and annual 940/W-2/W-3 requirements across federal and state levels.

Payroll Management & Compliance

Vendor & Independent Contractor (1099) Management

A standalone service for businesses with or without a standard payroll.
(Add-on, billed-annually for each 1099)

​Streamline year-end compliance for all your vendors and independent contractors. The full lifecycle of compliance, from initial W-9 collection and verification to ongoing payment tracking throughout the year, ensuring your filings are audit-ready and completed by the January deadline.

Specifically managing:
​Form 1099-NEC For non-employee compensation and service providers.

​Form 1099-MISC For rent, royalties, or other miscellaneous payments.

QuickBooks Online or starting from just paper receipts or other files.

Catch-up Services

Comprehensive restoration of books that are messy, incomplete, or inaccurate.

• Expert Error Resolution: Misclassified transactions, reconciliation discrepancies, and complex errors are expertly identified and resolved. Every account is audited for accuracy.

• System Streamlining: Outdated or inefficient workflows are restructured into a professional, scalable digital system.

• Meticulous Record Matching: Historical data is verified and cross-referenced with bank records to ensure 100% data integrity.

• Tax-Ready Compliance: Books are transformed into a clean, compliant format that is instantly ready for a CPA or tax professional.

(Discount with Monthly Bookkeeping Service sign-up!)

Systematic organization of neglected books, transforming a backlog of data into current clarity.

• Backlog Processing: Months or years of overdue financial data—from digital files or physical receipts—are processed and categorized.

• Rapid Updating: Historical records are accelerated to a current, accurate state.

• Catch-up Reporting: Essential financial statements are generated for the missed periods, providing vital historical insight.

(Discount with Monthly Bookkeeping Service sign-up!)

Clean-Up Services

QuickBooks Online or starting from just paper receipts or other files.

Strategic Growth & Advanced Tracking

High-level financial oversight designed for businesses scaling beyond the basics. *Available add-ons

• Advanced Job Costing: Every project is analyzed for profitability. Income and expenses are tracked by job to identify exactly where the highest margins are generated.

• Inventory & Asset Management: Physical inventory, fixed assets, and depreciation are meticulously tracked to maintain an accurate valuation of the business.

• Multi-Jurisdiction Sales Tax: Complexity is simplified. Sales tax is calculated, tracked, and filed across multiple jurisdictions to ensure total compliance.

• Management Reporting: Custom, deep-dive financial reports transform raw data into a strategic roadmap for informed, high-stakes business decisions.