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Our Services
Good bookkeeping is the foundation of good tax strategy. We keep your records clean so you always know where you stand.
Transaction categorization, bank and credit card reconciliation, and monthly financial statements.
We handle the tax side of payroll including quarterly 941 filings, W-2s, and 1099s. We do not process payroll, but we keep you compliant.
Tracking what you owe and what is owed to you, with aging reports to manage cash flow.
Profit and loss statements, balance sheets, and cash flow reports that give you a clear picture of your business.
Setup, cleanup, and ongoing support for QuickBooks Online and Desktop.
Closing your books at year-end and preparing all records for a smooth tax filing season.
Our bookkeeping clients have a major advantage at tax time. Because we maintain their books, we already understand their business when it is time to prepare returns and plan for the next year.
We do not just categorize transactions. We review your financials monthly and flag anything unusual, from unexpected expenses to missed revenue, so you can make informed decisions.
We integrate bookkeeping with tax planning. Every monthly close is an opportunity to check your tax position and make adjustments before it is too late.