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We provide accurate, on-time payroll services and detailed bookkeeping to keep your finances organized and IRS-ready. While you focus on growing your business, we handle the numbers behind the scenes.
Payroll
Payroll
From $150/ month
Our payroll services focus specifically on paying employees, managing taxes, and deductions
pricing starts at $300 if you are new to payroll services and require enrollment.
Bookkeeping
Bookkeeping
From $350/ month
Our monthly bookkeeping services keep track of all business transactions (ledgers, bank recs, reports) for financial health
Bookkeeping list of items
Bank & Credit Card Statements
Clients should provide their bookkeeper with access to bank and credit card accounts, or alternatively submit statements on a regular basis. This enables accurate reconciliation of transactions and ensures all financial activity is properly recorded.
Receipts & Invoices
Clients should provide copies of all receipts and invoices related to business expenses. This enables the bookkeeper to accurately categorize expenses and prepare reliable financial statements.
Payroll Information
If the bookkeeper is responsible for payroll management, they will require access to employee information, pay rates, and hours worked. Clients should provide this information on a regular basis and promptly notify the bookkeeper of any changes.
Sales Data
For businesses that generate revenue, clients should provide detailed sales data, including customer information, product or service details, revenue figures, and transaction amounts. This enables the bookkeeper to accurately track income and prepare correct tax filings.
Loan & Investment documentation
If a client has any business loans or investments, they should provide the bookkeeper with relevant documentation, such as, loan agreements, interest statements, and investment account statements.
Previous Financial records
Clients who have previously worked with other bookkeepers should provide prior years’ tax returns, financial statements, and any other relevant historical financial data. This helps establish a clear picture of the client’s financial history and supports the development of an effective plan moving forward.
Use the buttons below to quickly navigate to the pages you may be looking for.
Please note that tax returns will only be prepared and submitted once payment for services has been received.
If full payment cannot be made, a 50% deposit will be required upfront.
Please note that any original documents provided for tax preparation must be picked up within 30 days after tax return has been filed and accepted.
If original documents are not retrieved within this timeframe, they will be scanned, stored electronically, and legally shredded.
Clients will be notified prior to shredding, and a digital copy of all documents will be provided.
This policy applies to all drop-off documents and paperwork left in our office.
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