Bookkeeping - Compliance & Reporting

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Our Compliance & Reporting – Bookkeeping package is designed for small and medium-sized businesses that need accurate, reliable, and timely financial records. This package ensures your financial transactions are categorized, reconciled, and documented in a way that supports both operational needs and compliance with tax authorities.

We handle the day-to-day bookkeeping tasks, allowing you to focus on running and growing your business. With our compliance-based approach, you’ll never worry about missing deadlines or falling behind on your financial recordkeeping.

• Transaction Categorization
  We categorize all your sales, purchases, and expenses every month. This keeps your records organized and ensures smooth, error-free tax filings. 
• Monthly Account Reconciliation
  Every month, we reconcile all balance sheet accounts and review the profit and loss (P&L) accounts to ensure balances are accurate and financial statements remain correct. 
• Financial Reporting
  We generate monthly financial statements (Profit & Loss, Balance Sheet, and Cash Flow) that provide a clear snapshot of your business’s health.
• Financial Review
  Once a quarter, we’ll review your financial statements together to confirm reconciliations, check for any compliance issues, and provide you with an organized update on your financial records.  
• Year-End Preparation
  At year-end, we prepare your books for tax season, ensuring that accounts are organized and documentation is ready for smooth filings.

• Payroll Services
  For an additional fee, we can manage your payroll-related accounting, ensuring wages and benefits are properly allocated, payroll taxes are recorded accurately, and all reports are filed on time. 
• Sales Tax Filings
  We prepare and file sales tax returns on time, keeping you compliant with local and state rules. 
• Corporate Income Tax Return Preparation
  We prepare and file your corporate tax return (Form 1120, 1120-S, or partnership returns), ensuring compliance while looking for tax-saving opportunities. 
• Personal Income Tax Return Preparation
  For business owners who want everything handled in one place, we also prepare individual income tax returns, aligning your business and personal tax strategy. 

Our Compliance & Reporting – Bookkeeping package starts at $500/month.

Final pricing depends on business size, transaction volume, and complexity. We’ll provide a custom quote tailored to your needs.

Add-Ons (priced separately):

• Payroll Services
• Sales Tax Filings

• Accuracy & Consistency – Reliable, up-to-date financial data, always ready for tax season or audits. 
• Peace of Mind – We handle the books so you can focus on running your business. 
• Tailored to Your Business – From retail shops to service-based firms, we adapt to your industry and needs. 
• Affordable & Transparent – Clear pricing with no hidden fees or long-term contracts.

• 72-Hour Response Time – Timely, accurate responses to your questions. 
• No Contract - Cancel Anytime with 30 Days’ Notice – No long-term commitments; just clear, flexible terms.

By staying on top of your monthly bookkeeping, reconciliations, and optional tax filings, we help your business remain compliant with regulations. This minimizes risk, avoids penalties, and protects your reputation. 

• Reliable service – Consistent support and organized records. 
• Timely reporting – Financial data that’s ready when you need it. 
• Easy collaboration – A bookkeeping partner who works seamlessly with you.

We’re ready to help you maintain accurate, up-to-date records and keep your business compliant with ease. 

Ready to strengthen your business with accurate, compliant bookkeeping?