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Bookkeeping

Bookkeeping is the backbone of any business. An updated and reliable set of books is necessary if you want to get a loan, bring on new investors, or pay your taxes accurately and on time.

1. Setup

The bookkeeping process begins by helping you choose the right Intuit QuickBooks Online plan tailored to your business needs. Our team will assist you in setting up your account, creating user profiles, establishing a chart of accounts, and connecting your bank and credit card accounts for seamless bank feeds. Let us simplify your accounting process so you can focus on what you do best!

2. Maintaining your Books

With in-depth knowledge and expertise across various industries, we bring a unique perspective to addressing your financial challenges. Our comprehensive services are designed to cater to the specific requirements of your industry, ensuring that you receive the specialized support you need to thrive.

3. Monthly Reports

Our monthly services include reconciling your bank and credit card accounts, finalizing payroll accounts, and reconciling loan accounts. You'll receive a comprehensive monthly report package that features financial statements and additional reports tailored to meet your business's specific needs. We are committed to providing you with clear and accurate financial insights every month.

4. Ready for Taxes

As the year wraps up, having your income statement and balance sheet prepared will streamline your business and personal tax filing. With these essential financial documents at your fingertips, you can navigate tax season with confidence and ease. Stay organized and ensure a smooth process as you tackle your taxes this year.

5/ Catch-up and Clean Up Bookkeeping

As the year wraps up, having your income statement and balance sheet prepared will streamline your business and personal tax filing. With these essential financial documents at your fingertips, you can navigate tax season with confidence and ease. Stay organized and ensure a smooth process as you tackle your taxes this year.

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