Bookkeeping Solutions for Small Businesses and Private Pract
Monthly Bookkeeping — Flat Rate, No Surprises
Our monthly bookkeeping plan gives you consistent, accurate, tax-ready books — without the stress. Perfect for small businesses and private practices that want reliable financial tracking and proactive support.
What’s Included:
- Customized Chart of Accounts tailored to your business
- Connecting your accounts to QuickBooks Online
- Daily transaction categorization & reconciliation
- Monthly bank and credit card reconciliations
- Journal entries & adjustments to keep books tax-ready
- Clear, easy-to-read financial reports each month
- Regular check-in via call or Zoom for ongoing support
- Prompt email support for bookkeeping questions
- Direct communication with your tax preparer to save time
Quarterly Bookkeeping — Organized Every 3 Months
Don’t need monthly updates? Our quarterly bookkeeping service keeps your finances organized, compliant, and tax-ready — without the last-minute rush.
What’s Included:
- Customized Chart of Accounts setup or review
- Connecting business accounts to QuickBooks Online
- Categorizing all quarterly transactions
- Quarterly bank & credit card reconciliations
- Journal entries & adjustments
- Comprehensive quarterly financial reports
- Quarterly check-in call or Zoom
- Ongoing email support for questions
- Direct coordination with your tax preparer
Additional Services — Tailored to Your Needs
Need extra support beyond monthly or quarterly? We offer flexible bookkeeping add-ons to cover every situation.
Available Add-Ons:
- Historical bookkeeping clean-up
- Catch-up bookkeeping for overdue months or years
- Customized financial reporting packages
- Accounts payable and accounts receivable management
- Payroll setup and assistance with any third-party payroll provider*
- 1099 preparation and filing
- Sales tax filing
- Workers’ compensation reporting
- Workers’ compensation audit assistance
- Integration setup for apps and third-party tools
- Year-end review for tax preparation
Payroll Setup & Assistance*
We don’t process payroll in-house — but we make setup easy. Whether you choose QuickBooks Payroll, Gusto, ADP, Paychex, or another provider, we’ll:
- Set up your account & configure settings
- Onboard employees smoothly
- Guide you through running payroll accurately & on time
The result: a compliant, stress-free payroll process — without the steep learning curve.
Get Bookkeeping & Tax Tips
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