Whether you're months—or even years—behind, we specialize in bringing messy or incomplete books up to date quickly and accurately.

This service is perfect for you if:

• You haven’t kept up with your bookkeeping and tax time is looming

• You’ve switched bookkeepers or DIY’d for a while and need a reset

• You’re applying for a loan or funding and need clean financials

• You want accurate books before moving into monthly services

Here is a sampling of how we can help!

• Transaction categorization and reconciliation for past periods

• Clean-up of duplicate, missing, or mis-categorized entries

• Organization of Fixed Assets, Liabilities, etc.

• Setup or correction of your Chart of Accounts

• Cleanup Product/Services, Customers, Vendors, etc.

• Reporting and recommendations to move forward with confidence

Stay compliant and stress-free—let us handle the complexity of sales tax so you can focus on running your business.

Our Sales Tax Filing services are offered with our growth or strategic plans and include:

• Monthly, quarterly, or annual filings based on your state requirements

• Accurate tracking and categorization of taxable vs. non-taxable sales

• Registration and setup in your state’s sales tax system (if needed)

• Timely submissions to avoid penalties and interest

• Ongoing monitoring of filing deadlines and nexus thresholds

• Multi-state filing support — if you file in more than five locations or have complex needs, we partner with TaxJar to ensure everything is handled with precision

We help you stay on top of your bills and maintain strong vendor relationships by managing your payables with accuracy and timeliness.

Our A/P services are offered with our growth or strategic plans and include:

• Processing and recording vendor bills

• Payment scheduling based on due dates and cash flow

• Weekly or bi-monthly bill pay runs (via platforms like Relay, Bill.com, etc.)

• Tracking and organizing vendor W-9s and preparing 1099s

• Maintaining a clean and organized A/P ledger

• Communication with vendors as needed

We keep your cash flow strong by helping you stay on top of what’s owed—and making it easy for your clients to pay on time.

Our A/R services are offered with our strategic plan and include include:

• Creating and sending customer invoices

• Setting up recurring invoices for retainer or subscription clients

• Payment reminders and past-due follow-ups

• Applying payments and reconciling deposits

• Monthly A/R reporting so you know what’s outstanding

• Support with platforms like QuickBooks, Keeper, or your CRM