Services
Monthly Bookkeeping Service
Whether you’re up to date on the books and tired of spending time on your bookkeeping, or behind and need to catch up, we can customize a package for you. We will enter and categorize your transactions, reconcile your accounts and provide you with the financial statement you need.
If you are needing to catch up, we’re here to help, so you have a clear picture of your finances. Months or years behind, we will provide monthly profit and loss statements as we are working through the process of bringing your books current. No more wondering how much your business is making and spending. Once current, we will work to customize a monthly bookkeeping package tailored to your business and transaction volume.
Reach out to start the onboarding process today! We look forward to working with you!
Bookkeeping Catch Up
Behind on your bookkeeping? No time to spend categorizing transactions and reconciling accounts?
Let us handle the bookkeeping tasks, so you can focus on building your business and spending time with your family. We will bring your books current and send you a profit and loss statement, along with a balance sheet as each month is completed.
With our bookkeeping catch up package, you will be able to see the progress as we work through the process of bringing your company to financial compliance.
Contact us for a no obligation bookkeeping catch up quote, or to set up your catch up package today! We look forward to hearing from you!
Profit & Loss Statement
If you have a bookkeeping subscription with us, you will receive a monthly profit and loss statement upon the completion of the account(s) reconciliation.
If we are bringing your books current, a profit and loss statement will be sent to you for each month as we make progress throughout the catch up process.
Knowing how much your business is making and spending is key to managing a successful company. We will work together to adjust your monthly subscription and transaction entry volume throughout the growth process of your company.
No more putting in the extra hours managing your bookkeeping, or guessing where your company stands financially.
Contact us to set up a monthly bookkeeping subscription, or a bookkeeping catch up package today! Let us handle the transaction entry and show you the money!
Balance Sheet
Do you have company loans, inventory and assets? Would you like to see all of these components in one document?
If you have a bookkeeping subscription or catch up package, you will be provided with a balance sheet at the end of each month completed. You will be able to see your assets, liabilities and equity so you will always know your company’s financial status.
Contact us to start the onboarding process today!
Individual Tax Preparation
We’re here to simplify the tax preparation process and ensure all forms are filed correctly. You provide the information, we take care of the rest. From W-2 to self-employment income, we handle all aspects of your 1040 filing. Whether you’re filing a simple return or have a more complex situation, we’re here to help make the process seamless.
Once we’ve received all of the documentation required, the information is entered into our tax software and we search for any tax breaks and credits available to you. Once completed and your signature to e-file has been received, you are done. Your Federal and State taxes will be e-filed and most refunds are usually issued in as little as two weeks.
Reach out to schedule your appointment today!