Tax Pro On The Go

Bookkeeping

Why do I need bookkeeping?

There are numerous advantages of keeping accurate books and records for small businesses (including sole proprietorships), partnerships, corporations, and even nonprofit organizations. Some of these are:

  • Lessen tax liability

  • Shorter time spent with tax preparer each year

  • Records to refer to in event of audit

  • Snapshot of the financial health of the business

  • Easier time obtaining loans/applying for grants

  • Know which services/products are profitable

  • Review trends in prices from vendors

  • Maintain internal control of financials

  • Spot errors or inconsistencies of purchases, sales, etc.

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I can do it all myself!?!?

Most businesses start out relatively small with only one person handling everything. This person may need to:

  • Determine how to get started

  • Purchase materials or supplies needed to operate

  • Package products or create content for services

  • Determine price for products/services

  • Find the best ways to market

  • AND KEEP TRACK OF THE BOOKKEEPING

And what about the things you don’t know? You started the business because it’s something you love, know, and/or feel passionate about. Do you feel passionate about the other day to day aspects that it takes to operate efficiently? Do you feel like you are drowning in the aspects that you just don’t know?

We are here to help!

Why spend countless hours trying to LEARN what needs to be recorded, how long to keep receipts, how to organize a chart of account, how to read a Profit and Loss Statement, etc.

Our team of bookkeepers can help you navigate through the seemingly endless pile of paperwork with one of our monthly bookkeeping plans.

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Our Services:

Please note: all services are virtual at this time.

Customized packages tailored to your needs starting at $100 per month

Packages available for small businesses, sole proprietorships, and partnerships. Service includes:

  • Initial consult to determine business structure and discuss tax savings and/or other ways to organize (LLC, Corporation, etc.).

  • Consultation blocks to discuss business and tax planning

  • Monthly input of all purchases, receipts, and invoices

  • Generate and email invoices or sales receipts to clients/customers

  • Reconcile bank account(s) and credit card(s) account monthly

  • Email Profit & Loss statement along with Balance Sheet monthly

  • Generate and provide basic business reports required by state

  • Prepare Form 1099’s for independent contractors

  • Prepare Form 1096 and provide instructions on filing

  • Payroll services, including quarterly payroll reports

  • W-2 Preparation and W-3 Preparation and Filing

  • Discount on Tax Preparation

More information?