When business becomes tax​ing, we reconcile it.


Bookkeeping

Monthly or Quarterly Package

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  • Enter bank and credit card transactions.
  • Reconcile of bank, credit card, and loan statements.
  • Maintain Accounts Receivable.
  • Maintain Accounts Payable.
  • Maintain/adjust Inventory
  • File and Pay Sales Tax (If applicable)
  • Prepare 1096/1099-misc.
  • Assist with Year End filings: Business Tax Renewals, Property Tax Supplement, etc.
  • Generate Financial Reports.
  • Provide On-call QuickBooksTM /accounting support services.
  • Act as a liaison with accountant and government agencies as needed.

Semi-Annual Package

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  • Enter bank and credit card transactions.
  • Reconcile of bank, credit card, and loan statements.​
  • Resolve A/R, A/P, Undeposited Fund, and sales tax account issues.
  • Adjust Inventory​.
  • Prepare 1096/1099-misc.
  • Assist with Year End filings: Business Tax Renewals, Property Tax Supplement, etc.
  • Generate Financial Reports.
  • Provide On-call QuickBooksTM /accounting support services.
  • Act as a liaison with accountant and government agencies as needed.

Batch Data Entry

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  • Provide One-time data entry jobs that requires at least 30 hours of data entry and reconciliations.  
  • Enter bank/Credit Card transactions.
  • Reconcile bank, credit card, and loan statements.​
  • Generate Financial Reports.
  • This service does not include major clean-up of existing QuickBooksTMfiles or other consulting services.

Our bookkeeping services are designed for small businesses that need recording keeping and/or accounting support less frequently than daily or weekly.  Our consulting services are included in our Monthly/Quarterly and Semi-Annually bookkeeping packages.