Monthly Bookkeeping
The foundation of every client relationship. We categorize every transaction, reconcile every account, and deliver clean monthly financials by the 12th of the following month. Every month. No exceptions.
You get cloud access to QuickBooks Online or Xero, plus a monthly packet with your P&L, balance sheet, cash flow, and Sarah's notes on anything worth knowing.
- Full transaction categorization (every expense, every deposit)
- Bank, credit card, and merchant account reconciliation
- Monthly P&L, balance sheet, and cash flow statement
- QuickBooks Online or Xero cloud access
- Year-end CPA hand-off packet included
- Email & phone support — no hourly meter
QuickBooks Cleanup
Your QuickBooks file is a crime scene. Duplicate transactions. Random "Ask My Accountant" categories. A balance sheet that doesn't balance. You need it fixed — flat-priced, documented, and handed back to you cleaner than it's ever been.
We start with a free file review. You get a flat quote based on what we see. Typical cleanups run 2–4 weeks. You get a written log of every change we made and why.
- Free QuickBooks file review (30 min)
- Flat project quote — no hourly surprises
- Duplicate and mis-categorized transaction repair
- Undeposited funds and clearing accounts fixed
- Chart of accounts cleaned and restructured
- Written change log handed off at completion
- Optional monthly handoff to keep it clean
Catch-Up Bookkeeping
Six months behind? Eighteen months? Five years? We've seen it all. The longer you wait, the more the old stuff compounds — and the more your tax prep costs. We take bank statements, credit card exports, and receipts, and hand back clean, reconciled books.
Priced per month of catch-up — not per hour. You'll know exactly what it costs before we start.
- Flat price per month of catch-up
- Works with paper receipts, PDFs, or CSV exports
- Full reconciliation of every account
- Prior-year books rebuilt for tax amendment
- Optional roll-forward into monthly service
- CPA-ready financials at completion
Full-Service Payroll
Direct deposit, tax filings, W-2s, 1099s, workers comp reporting — the whole stack. We run it through Gusto, ADP, or QuickBooks Payroll depending on what fits your business. You never think about payroll again.
- Direct deposit for all employees & contractors
- Federal, state, and local tax filings
- Quarterly 941, annual 940, state unemployment
- Year-end W-2s and 1099-NEC prep
- New hire reporting & state registration
- Workers comp audit support
Sales Tax Filings
Sales tax is where small businesses get surprise-audited. We reconcile what you collected, what you owe, and file on time — every month, quarter, or year depending on your state. We handle SC, GA, and most multi-state sellers.
- Monthly, quarterly, or annual filings
- Multi-state nexus tracking
- Shopify, Square, Stripe, and Amazon reconciliation
- Use-tax on out-of-state purchases
- Amnesty & voluntary disclosure support
- Audit prep if the state comes knocking
Year-End CPA Coordination
We don't file tax returns — your CPA does. But we make sure your CPA gets clean, tax-ready books on January 2nd. No panic emails in April. No "what's this transaction?" No shoebox.
Included with every monthly plan. We also coordinate directly with your CPA year-round for anything complex.
- Clean trial balance delivered by Jan 15
- Documented journal entries & adjustments
- 1099 prep and e-filing
- Direct CPA email coordination
- Prior-year comparatives for planning
- Don't have a CPA? We'll introduce you.