Our services include:
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Income and Expense Tracking: We record all your financial transactions, ensuring your records are accurate and up-to-date.
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Receipt Organization: No more misplaced receipts or missed deductions. We capture and organize all your business receipts digitally.
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Tax Deduction Maximization: We identify all potential tax deductions to minimize your tax liabilities.
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Invoicing and Payment Acceptance: We manage your billing process, send out invoices promptly and help you accept payments seamlessly.
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Mileage Tracking: If you or your employees travel for business, we will accurately track all your miles for tax purposes.
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Comprehensive Reporting: Get a clear view of your business financials with our detailed reports.
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Estimates and Sales Tracking: We send estimates and track all your sales and sales tax, ensuring everything aligns with your financial goals.
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1099 Contractor Management: We handle the financial aspects of working with 1099 contractors, from payment to tax reporting.
Our service delivery is simple and structured around two core steps: a cleanup phase and ongoing bookkeeping.
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Step 1: Cleanup – We start by cleaning up your accounts, setting up a chart of accounts, and connecting your bank accounts. We also provide training on how to keep all accounts current and up to speed.
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Step 2: Ongoing Bookkeeping – Once your accounts are clean and well-organized, we continue with monthly bookkeeping. We categorize your transactions, reconcile your accounts, and manage your financial reports, including your profit and loss statement and balance sheet. This also includes year-end closeout, financial advisory services, tax advice, facilitating the filing of income or sales tax returns, and creating or sending 1099s.