Bookkeeping & payroll services, handled by certified accountants
Every service below is delivered by a specialist who owns that part of your books — not a generalist juggling everything at once.
Bookkeeping Services
Keep your books accurate and current every single month. Our certified bookkeepers record, organize, and categorize every transaction in QuickBooks Online, Xero, or Zoho Books, so you always have a clear, real-time picture of your business finances — without hiring an in-house accountant.
- Daily / weekly transaction entry
- Chart of accounts setup & cleanup
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Year-end close support
Payroll Management
We run your entire payroll cycle in Gusto or ADP — calculating wages, withholding taxes correctly, filing payroll tax forms, and making sure your team gets paid on time, every time.
- Payroll setup & employee onboarding
- Direct deposit processing
- Payroll tax filing
- W-2 / 1099 preparation
- Benefits deduction tracking
Transaction Categorization
Messy books lead to missed deductions and tax-season stress. We review and categorize every transaction against a clean chart of accounts, so your financial reports are accurate and audit-ready.
- Rule-based & manual transaction review
- Expense categorization
- Historical cleanup for backlogged books
- Consistent chart-of-accounts mapping
Bank Reconciliation
Every bank account, credit card, and payment processor — Stripe, PayPal, Wise, Melio — reconciled monthly, so your books always match your actual bank balances. No surprises.
- Multi-account reconciliation
- Discrepancy investigation
- Monthly reconciliation reports
- Payment processor matching
State & Federal Tax Filing
From sales tax to payroll tax to annual income tax filing, our tax accountants keep you compliant and filed on time in every state — and country — you operate in.
- Sales tax filing
- Payroll tax filing
- Federal / state income tax prep coordination
- 1099-NEC filing
Billing & Invoicing
We create, send, and track your client invoices, follow up on late payments, and keep your accounts receivable moving — so cash keeps flowing into your business.
- Invoice creation & delivery
- Payment tracking
- Overdue invoice follow-up
- Stripe / PayPal / Melio integration