Monthly Bookkeeping
Reliable, month-to-month bookkeeping that gives business owners a clear picture of their finances without the headache of doing it themselves.
What’s included:
Transaction recording and categorization
Monthly bank and credit card reconciliations
Monthly profit & loss statement
Loan and grant tracking
Optional add-ons:
Bill pay · Sales tax · Payroll
(Pricing is fixed monthly and based on the size and complexity of your business)
Bookkeeping Cleanup/Catch up
Behind on your books? We help businesses get back on track when bookkeeping has fallen behind, whether it’s a few months or several years.
Commonly needed for:
Tax filing deadlines
Bank or lender requests
Switching accountants or software
Cleanup and catch-up work is priced as a one-time fixed fee, based volume and complexity of records involved
Individual and Small Business Income Tax
Accurate, stress-free income tax preparation for individuals, freelancers, and small business owners.
Whether your situation is straightforward or more complex, we ensure your return is prepared correctly, optimized for available deductions and credits, and filed on time so you can feel confident in your tax position.
Not sure which service you need?
Schedule a free consultation and we’ll walk through it together.