- Monthly bookkeepingCategorized transactions, reconciled bank and credit card accounts, and monthly financial statements.
- QuickBooks cleanupCatch-up and correction of books that have fallen behind or gone wrong.
- QuickBooks Online setupA chart of accounts built for your business and for your tax return.
- 1099s and sales taxYear-end 1099-NEC filings and New Jersey or New York sales tax returns.
Why your bookkeeper and your CPA should be the same firm
When books are kept with the tax return in mind, year-end goes faster, deductions aren't missed, and the numbers on your return match the numbers in your books. It also means someone is looking at your finances every month, so problems surface while there's still time to act.
Signs your books need a cleanup
- Bank and credit card accounts haven't been reconciled in months
- Personal and business expenses are mixed together
- "Uncategorized" or "Ask my accountant" balances keep growing
- Your profit and loss statement doesn't match what you see in the bank
- Your tax preparer had to reconstruct the year from bank statements
Deadlines we track for you
Forms 1099-NEC for contractors are due to recipients and the IRS by January 31. New Jersey and New York sales tax returns are generally filed quarterly (or more often for larger sellers). We keep the calendar so you don't have to.
Frequently asked questions
Do you work in QuickBooks Online?
Yes. We set up, clean up and maintain QuickBooks Online files, and we can work from your existing file.
How far behind can my books be?
We regularly catch up books that are many months or years behind. We'll scope the work and quote it before we start.
Do you prepare 1099s for my contractors?
Yes. We collect W-9 information, prepare Forms 1099-NEC and file them by the January 31 deadline.
Can you handle my sales tax?
Yes. We prepare and file New Jersey and New York sales tax returns and can review whether you have obligations in other states.