Additional services.

  • Historical Cleanup / Catch-Up Bookkeeping

    Organize and reconcile prior months/years

    Ideal for clients who fell behind

    Billed hourly or per month of cleanup

  • Class/Location/Project Tracking Setup

    Configure and maintain class, location, or job tracking in QBO

    Great for multi-department or project-based businesses

  • Invoicing & Accounts Receivable Management

    Create/send client invoices.

    Monitor outstanding A/R

    Send reminder emails or follow-ups

  • Bill Pay & Accounts Payable Management

    Enter vendor bills

    Schedule payments (via Bill.com, Melio, etc.)

    Monitor A/P aging and due dates

  • Sales Tax Filing

    Track and file state/local sales tax returns

    Manage multi-state nexus compliance (using Avalara or similar)

  • Budget Creation & Cash Flow Forecasting

    Build annual or rolling budgets

    Generate weekly/monthly cash flow projections

  • 1099 Filing

    Collect W-9s

    Prepare & e-file 1099s for contractors

    Annual fee per contractor or filing batch

  • Custom Financial Reporting Packages

    Visual dashboards or board-ready reports

    Tailored KPIs, margin reports, or department summaries

  • Software Setup & Migration

    Set up or migrate to QuickBooks Online

    Customize chart of accounts

    Integrate 3rd-party tools (Gusto, Hubdoc, etc.)

  • Audit Support & Documentation

    Organize records in case of IRS/state audit

    Respond to accountant or auditor requests

  • Custom Financial Dashboards

    Visual dashboards to monitor key metrics, cash flow, and growth targets

  • Inventory Setup & Support

    Set up and maintain your inventory within QBO or using integrated apps

  • App Integration Support

    Connect your accounting software to tools like Stripe, Gusto, or Shopify

  • Staff Training or SOP Development

    We train your team or document internal financial processes