You’re busy, you have a lot to do
Let us handle your retail store bookkeeping along with these other amazing services
After account setup is complete, when you log into your dashboard, you will always be greeted by an overview of your business finances, including balances, graphs, trends, and any alerts from your personal bookeeper.
Every month, your books will be compared with your bank and credit card account statements, and any adjustments needed will be made to ensure your financial reports are accurate and you are ready for tax season!
You’ll be able to log into your account and see all your current balances of linked bank and credit card accounts right on your dashboard. One location, one login for all.
2 DBA Filings a year
Is your business growing? Let us file the fictitious business names for you. We will prepare the paperwork, send it to you for signature, you send it back, and we do the filing. We’re here to make your life easier
Full Service payroll Processing
We will prepare weekly, biweekly, monthly, or even sporadic payroll. this will include checks and direct deposits, processing employer tax payments and payroll tax fillings, and of courses, bookkeeping for the payroll transactions.
Who of us wouldn’t love to get a tax refund at tax season? It’s our pleasure to give you invaluable tips while preparing your books in a way that may limit your tax liability.
Invoicing and Credit Control
Budgeting & Analysis
With your Personal Bookkeeper, create a budget that works for you. Receive a monthly analysis report of how you’ve done compared to your budget, as well as advice and alerts from your bookkeeper when you are approaching or have exceeded your limits.
Annual 1099-Misc Filings
While this task is necessary to stay in compliance with IRS guidelines, it can be a task that raises a lot of questions: Should I or shouldn’t I 1099 this or that vendor? No worries, we got your back. We will generate, send out, and file these forms for you.
If you’ve fallen behind on your books, don’t let this stress you out. This aspect of our service will not only help you get caught in no time, but will also save you money with the IRS. On average, we’re able to bring your books up to date within 2-5 weeks.
Need an Accountant?
Having an accountant on your side will take your business even further, saving you from potential financial pitfalls. We can connect you with a trusted accountant who will not only advise you but will help you by getting your taxes filed.
No Credit Card Required
Simple Software & Clean Monthly Reports
No Credit Card Required