Monthly bookkeeping — transaction recording, account reconciliation, and general ledger maintenance
Accounts payable & receivable management — vendor payments, invoicing, and collections tracking
All Account Reconciliation — ensuring accurate and up-to-date financial records
Payroll processing — setup, processing, and payroll tax filings (if applicable)
Financial statement preparation — balance sheets, profit & loss statements, and other custom reports
Budgeting & forecasting — monthly/quarterly reports to help guide financial decisions
Expense tracking & categorization — customized reports to identify spending trends
QuickBooks / QBO setup & cleanup — onboarding, software migration, or file organization
1099 vendor tracking & year-end prep — readying records for tax season
Sales tax filings & compliance — monthly/quarterly filings and reconciliations
Ongoing financial support — proactive communication, review meetings, and recommendations