Full-Service Bookkeeping

Full-service bookkeeping typically includes all the essential financial tracking and reporting tasks a business needs to stay organized, compliant, and ready for tax time.

📌We Provide:

✅Transaction Recording

• Categorizing and recording all income and expenses

• Daily, weekly, or monthly updates depending on volume

✅ Bank & Credit Card Reconciliation

• Matching transactions to bank and credit card statements

• Identifying discrepancies or missing entries

✅ Accounts Payable (Bills)

• Entering, organizing, and scheduling payments for vendor bills

• Optional: Paying bills directly on behalf of the client

✅ Accounts Receivable (Invoicing)

• Creating and sending invoices to customers

• Tracking payments and following up on overdue balances

✅ Payroll Support

• Processing payroll or coordinating with payroll providers

• Ensuring payroll expenses are accurately recorded

✅ Financial Reports

• Monthly Profit & Loss (Income Statement)

• Balance Sheet

• Cash Flow Statement

• Custom reports as needed

✅ Sales Tax Tracking

• Recording and calculating sales tax collected

• Preparing for filing with local/state agencies

✅ Year-End Preparation for Tax Filing

• Organizing books for tax professionals

• Providing 1099 contractor summaries (if applicable)

• Liaising with CPAs or tax preparers

✅ Software Setup & Support

• Setting up QuickBooks or other bookkeeping software

• Chart of accounts organization

• Ongoing tech support and troubleshooting

📌 This Service is Ideal If You:

• Need a professional to manage your invoicing, payroll, Bill Pay and/or Payments

• Need an expert to clean and maintain your organized books for tax prep or financial review