A D D - O N   S E R V I C E S

Enhance your bookkeeping or payroll plan with specialized add-on services designed to provide complete financial support. Each service is offered à la carte and can be integrated seamlessly into your existing package for a truly customized experience.

  • SALES TAX FILING

    • accurate preparation and timely filing of state and local sales tax returns to maintain full compliance

  • 1099 PREPARATION & FILING

    • complete year-end contractor reporting and electronic filing handled with precision and care

  • CATCH-UP & CLEAN-UP BOOKKEEPING

    • organized reconciliation of past transactions to bring your books fully current and audit-ready

  • CHART OF ACCOUNTS REFINEMENT

    • strategic review and restructuring of your chart of accounts for clarity, accuracy, and optimized reporting

  • CUSTOM FINANCIAL REPORTING

    • tailored financial statements and management reports that highlight key performance indicators specific to your business

  • QUICKBOOKS FILE CONVERSION & SET-UP

    • migration or set-up of your QuickBooks Online file to ensure accurate data flow and seamless ongoing maintenance

L O O K I N G F O R M O R E ?

BOOKKEEPING
PAYROLL
VIRTUAL CFO