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Description: > Ideal for the entrepreneur who handles day-to-day tasks but wants a professional "deep dive" before tax season. This hybrid service includes a comprehensive year-end "Catch-Up" or "Clean-Up" of your books. We reconcile your annual bank statements, categorize outstanding expenses, and perform adjusting journal entries to ensure your Profit & Loss and Balance Sheet are audit-ready. Once the books are finalized, we seamlessly transition into tax preparation to maximize your deductions and close out the year with total confidence.
Best For: Small businesses that manage their own invoicing/bills but need a professional to "bless" the books annually.
Key Deliverables: Annual Bookkeeping Clean-up, Final Financial Statements, and Tax Return Preparation.
Description: > Ideal for the entrepreneur who handles day-to-day tasks but wants a professional "deep dive" before tax season. This hybrid service includes a comprehensive year-end "Catch-Up" or "Clean-Up" of your books. We reconcile your annual bank statements, categorize outstanding expenses, and perform adjusting journal entries to ensure your Profit & Loss and Balance Sheet are audit-ready. Once the books are finalized, we seamlessly transition into tax preparation to maximize your deductions and close out the year with total confidence.
Best For: Small businesses that manage their own invoicing/bills but need a professional to "bless" the books annually.
Key Deliverables: Annual Bookkeeping Clean-up, Final Financial Statements, and Tax Return Preparation.