Monthly Bookkeeping Services
Stay organized, stress-free, and tax-ready all year round. Our monthly bookkeeping service is designed for small business owners who want accurate, timely financial records—without the headache of doing it themselves.
Who Is This For?
- Small business owners, sole proprietors, or LLCs
- Entrepreneurs who want to stay on top of income & expenses
- Anyone who wants peace of mind come tax season
What’s Included:
- Monthly transaction categorization and reconciliation
- Bank and credit card account syncing
- Monthly financial reports (Profit & Loss, Balance Sheet, and more)
- Monthly check-ins or updates (via email or Zoom)
- Ongoing Q&A support
Benefits:
- Know where your business stands each month
- Avoid tax-time surprises
- Save time by letting a pro manage the details
- Stay compliant and audit-ready
- Make confident, informed decisions with clear financials
Add-Ons Available:
- Payroll processing
- Sales tax filing
- QuickBooks Online subscription (at 30% off with our link)
Let’s Work Together
Bookkeeping doesn’t have to be overwhelming. We’ll handle the numbers so you can focus on growing your business.
Catch-Up & Clean-Up Bookkeeping
Behind on your books? You’re not alone—and we’re here to help. Whether you’ve fallen a few months behind or haven’t touched your books all year, we specialize in cleaning up and catching up messy or outdated financial records so you can move forward with confidence.
Who Needs This?
- Business owners who haven’t done their books in months (or years!)
- Anyone switching bookkeepers or software
- Entrepreneurs facing tax deadlines with unorganized records
- DIY bookkeepers who need professional correction or review
What’s Included:
- Review and reconciliation of past months
- Organizing transactions by category and account
- Identifying and correcting errors or duplicates
- Matching books to bank statements
- Financial reports once everything is cleaned and accurate
- Optional QBO clean-up and setup included
Why Catch-Up Matters:
- Brings you into compliance with the IRS
- Prepares you for tax filing or loan applications
- Gives you a clear picture of your business finances
- Reduces the risk of penalties or overpayments
- Allows you to start fresh moving forward
Let’s Get You Caught Up
No judgment—just expert support to get your books back on track. We’ll clean up the past so you can focus on the future.
Contact us today to request a catch-up bookkeeping review!
Add-On Services
Looking for extra support beyond your regular bookkeeping package? Our add-on services are available to customize your plan and meet your business’s unique needs. These services are priced separately and can be added at any time.
Sales Tax Filing
Stay compliant and never miss a due date. We handle state and local sales tax filings based on your sales data, business location, and filing frequency.
What’s included:
- Filing of monthly, quarterly, or annual sales tax returns
- Reconciliation of sales reports
- Support with sales tax audits if needed
Payroll Processing
We offer payroll support by reconciling payroll activity from your provider with your books—ensuring your payroll records are accurate and reflected correctly in your financial reports.
What’s included:
- Payroll reconciliation using Gusto, QuickBooks Online Payroll, Paychex, or your current provider
- Recording payroll entries and withholdings in QuickBooks
- Monthly or bi-weekly payroll summaries
- Contractor and reimbursement entries (if applicable)
We do not file payroll tax forms but ensure accurate reporting in your books.
Contractor Payments & 1099 Preparation
Keep your contractor records clean and IRS-compliant. We help track payments and issue 1099s accurately and on time.
What’s included:
- Monthly reconciliation of contractor payments (Zelle, PayPal, Venmo, Gusto, etc.)
- Categorization and reporting of contractor-related expenses
- W-9 collection and recordkeeping
- Preparation and e-filing of 1099-NEC forms via Tax1099 or your platform
- Year-end reports for your records
