"Making good judgments when one has complete data, facts, and knowledge is not leadership - it's bookkeeping."
- Dee HockTransaction categorization. Make informed decisions with organized and up-to-date books that provide detailed insights into your financial health.
Sales tax filing. We manage sales tax filing requirements accurately and promptly to avoid penalties and fines by navigating the complexities of sales tax regulations so you don't have to.
Month end closing. This task is essential for any good bookkeeper worth a king's ransom.
Financial reporting. We generate monthly financial reports to include the Profit & Loss, Balance Sheet, and Statement of Cash Flows. Our reports are customizable for your internal management's review that provide insights into your financial health.
Annual 1099 filing. The IRS requires us to maintain Form W-9 for all eligible vendors, such as any independent contractor, to ensure accurate tax reporting. If a vendor is applicable to receive a 1099, your company needs to issue one before the January 31st deadline.
Don't pay them without first having them submit the form! A standard policy is to request this form prior to payment!