● Monthly bookkeeping & transaction categorization
● Bank & credit card reconciliation
● Accounts payable & receivable management
● Monthly financial statements (P&L, Balance Sheet, Cash Flow)
● Year-end closing & clean books ready for your tax preparer
● Dedicated bookkeeper assigned to your account
● Full payroll processing (weekly, biweekly, semi-monthly, monthly)
● Direct deposit setup & management
● Payroll tax filings reviewed before your platform submits them
● 1099 preparation & filing
● W-2 review & year-end verification
● New hire onboarding & termination processing
● Benefits administration support
● Compliance monitoring & reporting
● QuickBooks Online setup
● QuickBooks cleanup & catch-up bookkeeping
● Bank reconciliation (standalone)
● Financial report preparation
● 1099 preparation & filing
● Sales tax filing
● Accounts receivable management
● Accounts payable management
● Budgeting & budget vs. actual reporting
● Cash flow forecasting & management
● KPI development & tracking
