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Does any of this sound familiar?
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Transactions are uncategorized or months behind
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Your bank accounts don't match your books
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You're not sure who needs a 1099
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You dread handing everything to your tax preparer
You don't have to sort it our alone. Let's get it done before the deadlines hit.
What's included
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Review and categorization of transactions
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Bank and credit card reconciliation
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Clean-up of the chart of accounts
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Review of contractor payments for 1099 reporting
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Year-end financial reports (Profit & Loss, Balance Sheet)
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Books organized and ready to hand to your tax preparer
How it works
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Free consultation: we talk through your situation and goals
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Review and quote: I look at your books and give you a clear scope and price
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Clean-up: I organize and reconcile everything and keep you posted
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Handoff: you get clean reports and a simple summary of what changed
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