What's included with our bookkeeping services?
Monthly Bookkeeping:
Accurate and timely recording of all financial transactions.
Financial Reporting:
Comprehensive reports to help you understand your financial health.
Quarterly Tax Preparation*:
Ensuring your financial records are ready for quarterly filings and tax season.
(*annual filing not included in monthly fee)
Business Formation
For sole proprietors and start up companies.
Payroll Services*:
Efficient and accurate payroll management.
(*additional per EE fees apply)
We pride ourselves on our attention to detail, reliability, and personalized service. Our team is committed to providing you with the highest level of support and expertise. I would love the opportunity to provide a quote for our services.
We'll contact you for additional documentation.
Gather your documents:
1. Articles of Incorporation & Identification
2. Operating Agreement
3. Financial Statements for the prior 3 months
4. List of Assets & Liabilities
5. Bank & Credit Card Statements
6. Payroll records (i.e. employees and pay rates)
7. Past tax returns and quarterly filings
8. Financial Statements
- assets
- liabilities
- revenue, sales receipts, customer listing
- invoices, expense receipts, vendors, W9s
- list of transactions
Current QuickBooks Online Users grant us Accountant access using the email: WilliamsAccTax@gmail.com
50% off Book Clean Up
Through January 31, 2026, we are offering 50% off Book Clean up for the calendar year 2025 starting at $2,500 for new clients
(normally priced $5,000)