Bookkeeping & Payroll Services

Core Bookkeeping & Financial Foundations

Everything you need to keep your books clean and tax-ready

• Bank & Credit Card Management: Capturing and properly coding all transactions.

• Monthly Reconciliations: Balancing accounts to ensure 100% accuracy.

• Accounts Receivable: Managing invoices and tracking incoming payments.

• Accounts Payable: Organizing bills and outgoing payments so nothing is missed.

• Financial Reporting: Delivering monthly Profit & Loss statements and Balance Sheets so you always know where you stand.

Advanced Bookkeeping & Tracking

Complex tracking and reporting for growing businesses.

• Job Costing: Tracking the expenses and income by project to see exactly where you are profitable. (Premium Service)

• Inventory & Fixed Asset Management: Tracking physical inventory, fixed assets, and depreciation. (Premium Service)

• Sales Tax Accounting: Calculating, tracking, and filing sales tax across multiple jurisdictions. (Available Add-on)

• Management Reporting: Custom deep-dive financial reports to help you make informed business decisions. (Premium Service)

As a Payroll ProAdvisor, I handle the essential tasks of paying your team and managing your tax filings.

• Payroll Processing: I manage your periodic pay runs for employees, ensuring accuracy and timeliness.

• Payroll Tax Compliance: I prepare and facilitate your quarterly 941 and annual 940/W-2 federal and state tax filings.

• 1099 Filings: Year-end compliance for your independent contractors. (Available Add-on)

• W-9 Collection: Tracking and maintaining tax information for your contractors throughout the year.

Payroll Management & Compliance

QuickBooks Online.

Catch-up Services

• Clean-up: I fix errors, streamline, and get your books up-to-date for accurate reporting. Varies by client, depending on situation of the books. (Discount with new Monthly Bookkeeping Service)

• Catch-up: Organize books, that have been neglected, and get them up to date for accurate reporting. (Discount with new Monthly Bookkeeping Service)

Clean-Up Services

QuickBooks Online.