Bookkeeping and Financial Reporting
We provide reliable monthly bookkeeping services to keep your financial records organized and up to date We provide management-use-only financial reports, including reconciled Profit & Loss and Balance Sheet statements, to help you monitor your business’s financial health and prepare for taxes. These reports are not audited or reviewed.
1
QuickBooks Company Setup
Businesses need a comprehensive accounting system to maintain income and expenses and track assets and liabilities. QuickBooks Online is our trusted accounting system. We create the initial Company File in QuickBooks Online, QBO; Connect with your bank to automatic link bank activity; customization, and ongoing support to ensure your accounting system meets your business needs.
2
Bookkeeping & Financial Reporting
If your books are behind or need cleanup before tax season, we can help. Our bookkeeping services include recording transactions, reconciling accounts, and identify potential capital assets. we prepare management-use-only financial reports based on your business’s financial records. These reports are designed to help you understand your business’s financial health, make informed decisions, and simplify tax preparation. Important: These reports are not audited, reviewed, or compiled under CPA standards and are intended for internal management purposes only.
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3
Preparation and Electronic Filing of Forms W-2, 1099
We handle the accurate preparation and electronic filing of year-end W-2 and 1099 forms, helping businesses meet federal reporting requirements and deadlines with confidence.
4
Financial Records Review & Preparation (Management Use Only)
We review financial information provided by clients by examining their books to help ensure records are accurate and ready for tax season. This service includes reconciling accounts, identifying and correcting discrepancies, and preparing Management-Use-Only financial reports. While this service does not include an audit or assurance of the numbers, it helps avoid surprises, simplifies tax preparation, and provides a clearer picture of your business’s financial health.
