Our Services
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Comprehensive Bookkeeping Solutions for Growing Businesses
Bookkeeping Packages
Copper
Copper
Copper
Full- Service Bookkeeping
Perfect for businesses ready to outsource bookkeeping
Silver
Copper
Copper
Bookkeeping + Payroll
Perfect for businesses with employees needing payroll
Gold
Copper
Gold
Complete Financial Management
Perfect for established businesses wanting everything
What's Included in Our Services
The comprehensive financial support your business deserves
Bookkeeping & Financial Reporting
Accurate books are the foundation of every successful business decision. We handle the day-to-day financial tracking—categorizing transactions, reconciling accounts, and preparing monthly financial statements—so you can focus on running your business, not managing spreadsheets.
What you get:
- Monthly transaction categorization and bank reconciliation
- Profit & Loss statements and Balance Sheets
- Accounts receivable and payable monitoring
- Monthly meetings with your dedicated account manager
- Secure client portal for document sharing
- Unlimited email and phone support
Why it matters:
Know exactly where your business stands financially at any moment. Make confident decisions about hiring, purchasing, and growth based on accurate, up-to-date numbers.
Included in: All Packages
🔶 Copper ⚪ Silver 🟡 Gold
Payroll Processing & Tax Compliance
Payroll is complex, time-consuming, and full of compliance pitfalls. We handle every aspect—from calculating paychecks to filing quarterly taxes—so you can focus on your team instead of worrying about deadlines, tax deposits, and ever-changing regulations.
What you get:
- Full payroll processing (all pay frequencies)
- Employee setup and management
- Quarterly federal and state tax filings (941, 940, SUTA)
- Annual W-2s, 1099s, and all required forms
- Payroll tax deposits and compliance
- Direct deposit and pay stub management
Why it matters:
Pay your team accurately and on time, every time. Avoid costly penalties from missed deadlines or incorrect filings. Sleep better knowing experts are handling your payroll compliance.
Included in:
⚪ Silver & 🟡 Gold packages
Available standalone: Payroll-Only plans starting at $200/month
Business Tax Preparation & Planning
Tax preparation shouldn't be a once-a-year scramble. Because we manage your books every month, we catch tax-saving opportunities throughout the year—not in March when it's too late. Our year-round partnership approach means better preparation, fewer surprises, and strategic tax planning that actually saves you money.
What you get:
- Preparation and filing of business tax returns (1065, 1120, 1120S, 990)
- K-1 preparation for partners and shareholders
- State franchise tax filing
- Year-round tax planning and strategy
- Quarterly tax review meetings
- Coordination with your CPA (if desired)
Why it matters:
Minimize your tax liability legally and strategically. No more last-minute panic. No more wondering if you missed deductions. Just confident, compliant tax filing backed by clean books all year long.
Included in: 🟡 Gold package
Sales Tax Filing & Compliance
Sales tax rules vary by state, city, and even product type—and the penalties for errors are steep. We track your sales tax obligations, file your returns on time, and ensure you're collecting and remitting the right amounts so you never have to worry about compliance.
What you get:
- Monthly or quarterly sales tax filing
- Multi-state and multi-jurisdiction filing
- Sales tax nexus review and guidance
- Accurate tracking and reconciliation
- Deadline management and reminders
Why it matters:
Avoid penalties, interest, and audits. Stay compliant as your business grows across cities and states. Free up mental energy for revenue-generating activities instead of tax compliance stress.
Included in:
⚪ Silver & 🟡 Gold packages
Available as add-on: $50/month (monthly) or $125/quarter
Dedicated Account Management & Support
You're not just getting a bookkeeper—you're getting a financial partner who knows your business inside and out. Every client has a dedicated account manager who handles your books, answers your questions, and proactively keeps you informed about your financial health.
What you get:
- Assigned dedicated account manager
- Optional monthly review meetings
- Mid-year and year-end financial reviews
- Unlimited email and phone support
- 24 hour response to urgent questions
- Dedicated bookkeeping team for seamless coverage
- Management oversight and quality assurance
Why it matters:
No more emailing into the void. No more waiting days for answers. Your account manager knows your business, anticipates your needs, and keeps you informed without you having to chase information.
Included in: All Packages
🔶 Copper ⚪ Silver 🟡 Gold
QuickBooks Management & Integrations
We don't just use QuickBooks—we optimize it for your business. From initial setup to managing integrations with tools like Shopify, Venmo, and Square, we ensure your financial software works seamlessly and efficiently.
What you get:
- Initial setup and chart of accounts configuration
- Integration management (Shopify, Square, payment processors)
- Class and location tracking setup
- Regular software updates and maintenance
- Training and support for your team
Why it matters:
Stop fighting with your accounting software. Have confidence that your systems are set up correctly and talking to each other properly. Focus on your business while we handle the technical details.
Included in: All packages
🔶 Copper ⚪ Silver 🟡 Gold
Subscription tier varies by package
REVIEWS
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