We'll handle Bookkeeping for Small Business
- QuickBooks / Xero / Wave Books Cleanup
- Monthly Bookkeeping
- Financial Reports
- Tax-Ready Books
- No more stress during tax season
- Certified Bookeepers with 3 Years of Experience
Free Consultation
Booke a free consultation with our experts to discuss your tax filling needs. We assess your situation and provide personalized guidance
Provide Necessary Documents
Submit the required documents, such as your passport, ITIN (if applicable), U.S. income details, and business information. We ensure everything is in order.
Bookkeeping & Financial Organization
We help set up or clean up your QuickBooks, Xero, or Wave bookkeeping to ensure proper financial tracking for better tax deductions and business growth.
Ongoing Support & Compliance
After filing, we provide ongoing tax planning, bookkeeping assistance, and compliance support to help you save money and avoid penalties.
Bookkeeping Benefits vs No Bookkeeping
Bookkeeping helps you stay organized, avoid penalties, and make
informed decisions. Without it, you risk errors, delays, and poor planning.
| Feature | With Bookkeeping | Without Bookkeeping | ||
|---|---|---|---|---|
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Accurate Financial Reports
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Clean books provide clear financial reports
|
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Reports are inaccurate or unavailable
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Easy Tax Filing
|
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Organized records simplify tax prep
|
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Hard to file taxes accurately and on time
|
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Better Business Decisions
|
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Make informed financial decisions
|
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Decisions are made blindly
|
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Avoid IRS Penalties
|
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Avoid late filings and fines
|
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Risk of IRS notices and penalties
|
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Know Business Profitability |
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See real profit, not just cash in bank
|
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You may think you’re earning but you’re not
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Catch Errors & Fraud Early |
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Detect unusual or unauthorized transactions
|
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Errors go unnoticed, leading to bigger issues
|
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Improve Cash Flow Management
|
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Track money in/out and plan ahead
|
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Difficult to manage expenses and revenue
|
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Build Investor/Lender Trust
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Reliable books increase business credibility
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May lose opportunities for investment
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Save Time & Reduce Stress
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Less confusion and panic during audits
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Business operations become chaotic
|
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Meet Legal Requirements |
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Stay compliant with local and federal laws
|
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Possible legal issues , government penalties
|
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Understand What to Do Next (Business Direction)
|
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Financials show what’s working and what needs fixing
|
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You operate blindly without direction or insight
|
Why You Need Monthly Bookkeeping?
- Avoid errors and maintain reliable financial data for decision-making and tax preparation.
- Free up valuable time to focus on running your business while we handle your bookkeeping.
- Stay compliant with tax regulations and financial reporting requirements.
- Gain a clear understanding of your financial health with up-to-date reports.
- Enter tax season with confidence, knowing your books are ready.
Requirements for Monthly Bookkeeping
To get started, we’ll need:
- Access to your accounting software (QuickBooks, Xero, Wave, etc.).
- Bank and credit card statements.
- Details of outstanding invoices, bills, and payroll records.
- Any specific information about your business or financial processes.
Simple investment for everything your business needs
Whether you’re an individual, a small team, or a growing enterprise,
we have a plan that aligns perfectly with your goals.
Basic
- Includes transaction categorization
- Bank reconciliation
- Monthly financial reports.
Standard
- Includes all Basic Package features
- Plus accounts payable/receivable
- Management and customized reporting.
Custom
- Contact us for pricing Tailored
- Services for businesses with unique
- Bookkeeping needs or higher transaction volumes.
Our Monthly Bookkeeping Services Are Ideal For
- Roofers and Small businesses without dedicated accounting staff.
- Entrepreneurs managing growing operations and needing reliable financial data.
- E-commerce businesses with recurring transactions and revenue streams.
- Nonprofits requiring accurate records for donor reporting and compliance.
- Freelancers and consultants tracking income and expenses.
What Makes Our Service Stand Out
Expert Financial Management
Benefit from certified bookkeeping professionals with years of experience.
Tailored Solutions
Our services are customized to meet the unique needs of your business.
Timely Reports
Receive monthly financial reports for better visibility into your business performance.
Scalable Services
As your business grows, we can adjust our services to accommodate your needs
Why We’re the Right Choice for You
Trusted Experts
With years of CPA experience, we've helped countless clients secure their ITINs.
Client-Focused Service
We provide personalized attention to every application.
Secure and Confidential
Your sensitive information is handled with the utmost care.
Transparent Pricing
No hidden fees—just reliable service at competitive rates.
Frequently Asked Questions
What does monthly bookkeeping include?
Our service includes transaction recording, categorization, reconciliation, and financial reporting to ensure your records are accurate and complete.
How often will I receive updates?
We provide monthly updates, but we’re available for additional support or reporting as needed.
Do I need to use a specific accounting software?
No, we work with various platforms, including QuickBooks, Xero, Wave, and Zoho Books.
Can you handle payroll and tax preparation?
Yes, we can integrate payroll management and coordinate with your tax professional for seamless tax preparation.
Is my data secure?
Absolutely. We use encrypted systems and follow strict data confidentiality protocols.