Services

Basic Bookkeeping

 

  • Adding all financial transactions to the books

  • Categorizing all transactions appropriately and consistently

  • Reconciliation of all business bank accounts, credit cards, loans, and lines of credit

  • Monthly Financial Statements delivered through e-mail – includes the Balance Sheet and Profit & Loss Report (Cash-Basis Reporting)

  • New QuickBooks Online Subscription (if needed) at 30% off for 12 months, plus discounts on other QB Products

Class / Project Tracking

 

  • Assigning all income and expense items to specific classes or projects which allows them to be easily tracked by those groups

  • Some examples are separating revenue and expenses by departments, locations, projects, or other meaningful sections in your business 

  • One benefit of adding this service is being able to track a class’s or project’s profitability

1099 Preparation and E-Filing

 

  • E-filing of all required 1099-NEC forms to the IRS each year for your W-9 Contractors 

  • Copies e-mailed or paper-mailed to each W-9 recipient

  • E-filing of 1099-NEC forms, if needed

Clean Up / Catch Up Work

 

  • Completing the basic bookkeeping for previous months or years to get your books cleaned up and caught up

  • Financial Reports (Balance Sheet and Profit & Loss Report) will be issued for each fiscal year of clean-up so you may file those tax returns