Daily transaction recording and categorization
Catch-up and cleanup bookkeeping
Accounts payable(AP) and accounts receivable(AR) management
Bank and credit card reconciliations
Financial statement preparation (P&L, Balance Sheet, Cash Flow)
QuickBooks Online support and management
Paycheck calculation and preparation assistance
Employee onboarding and record maintenance
Payroll tax withholding computation and tracking
Payroll journal entry posting
Employee earnings and deductions management
Quarterly/annual payroll tax filing(941,940)
W-2 and 1099 form preparation
Annual income tax filing
Quarterly estimated tax calculation and filing
Employment (payroll) tax processing
Sales tax filing
preparation and filing of 1099 forms for independent contractors and W-2 forms for employees(annual reporting forms)
Our engagement models are designed to provide maximum flexibility and alignment with your business goals, offering tailored collaboration options ranging from quick, tactical support to fully integrated, long-term partnerships.
Overview
Long-term engagement(1 - 3+ years)
Strategic, ongoing partnerships built for stability, deep knowledge retention, and evolving product roadmaps.
Short-term engagement(1 - 12 months)
Flexible, project-based collaboration designed for specific, time-bound tasks or rapid scaling without long-term commitments.
One-time engagement(1 day - 3 months)
Exclusive access to talent that acts as an extension of your in-house team, working solely on your projects under your direction.
Dedicated resource(6 months - 3+ years)
A project-based model with a pre-defined scope, timeline, and budget, ideal for clear, stable, and well-estimated deliverables.
Whether you need help catching up on your books, setting up payroll, or preparing for tax season, we're here to help. Book a call with us and let us discuss your project and create a solution that works for you.