MONTHLY BOOKKEEPING Package

A comprehensive bookkeeping and tax compliance solution designed to keep your financial records accurate, organized, and up to date—so you can focus on running your business. Note that if bookkeeping is not up to date a cleanup will need to be performed first.

• Accounting Software Setup

  • Set up and configure your accounting software

  • Establish an efficient chart of accounts and bookkeeping workflow

• Revenue & Expense Tracking

  • Record and categorize business expenses and income

  • Maintain accurate revenue streams for reporting

• Account Reconciliation

  • Match transactions to accounting records

  • Identify and resolve discrepancies

• Financial Record Maintenance

  • Organize and maintain supporting documentation

  • Source and verify financial records

• Financial Reporting

  • Prepare regular financial statements, including:

    • Profit & Loss Statement

    • Balance Sheet

    • Cash Flow Statement

  • Provide customized financial reports based on your business needs

• Accounting System Implementation

  • Consultation on financial processes and workflows

  • Accounting software setup and configuration

  • Training for business owners and team members

  • Review and optimization of existing financial processes

  • Recommendations for improving efficiency, accuracy, and internal controls

• Contractor Management for 1099 Compliance

  • Collect and maintain W-9s

  • Track payments made to contractors

• Tax Compliance & Representation

  • Quarterly Tax Support

    • Assist with quarterly tax calculations and provisions

    • Support accurate financial reporting related to income tax

    • Help maintain compliance with applicable tax requirements

  • Sales Tax Filing

    • Prepare and file applicable sales tax returns

    • Assist with tracking sales tax obligations and deadlines

  • Tax Compliance Support

    • Monitor tax filing deadlines and payment requirements

    • Provide guidance on record-keeping and supporting documentation

    • Assist with tax authority correspondence

    • Monitor relevant changes in tax laws and regulations

  • When tax issues arise, you don't have to navigate them alone.

    • Response to inquiries from tax authorities

    • Communication with tax authorities, attorneys, and other professional advisors

    • Assistance with tax disputes and controversies

Starting at $800/month.
Pricing may vary based on transaction volume, complexity, number of accounts, filing requirements, and scope of services.

we also assist in the following that can be added on to your base line package

• Fixed Asset Management

• Liability Management

• AP management (Bills)

• AR management (Invoicing)

• Payroll Set-up

• Contractor Payments