Monthly Bookkeeping Services

Day to day, you are bringing in income and paying for expenses necessary to run your business.

As your bookkeeping team, we will be responsible for:

Inputting, properly categorizing all transactions for your business bank accounts and credit cards. Reconciling the activity against the statements each month.
Generating quarterly and year-end financial reports, such as Profit & Loss Statements and Balance Sheets.
Working with your tax preparer on your behalf to prepare to file taxes.
Answering any questions you have about the financials throughout the year.

We charge a flat monthly fee, so you don’t have to worry about surprise bills, or extra charges for your questions, phone calls, and emails.

Individual or Business
Tax Services

Whether you are an individual needing tax preparation, a small business owner looking to outsource bookkeeping, or a nonprofit organization seeking audit services, our staff is ready to help. We are a full-service bookkeeping firm that recognizes that every situation is unique.

We offer the advantage of being a one-stop shop

Other Services

NC State

Sales & Use Tax Filing

If you are selling goods within the state of North Carolina you are required to file Sales & Use tax. Never miss a deadline with our Sales Tax Service. We will collect sales tax data from either your financials, or from you or your staff, and will e-file the return on time, for a flat monthly fee.

1099 Services

If you have subcontractors (workers who are not having taxes deducted from their pay), you are required to generate an annual 1099 for those workers who you paid more than $600 in a calendar year. No need to go buy the carbon copy forms which can be tedious filling out.

We collect and securely store your W-9’s, and each year, we will take care of generating, mailing and e-filing each 1099 by the late January deadline. This will ensure compliance and will save countless hours each year from your having to gather your W-9’s and fill out the forms again.

Stay in compliance with the IRS
Never waste time gathering W-9’s each year
Your workers will be pleased that they can file their taxes on time

Catchup Bookkeeping Services

Catch Up Bookkeeping for Small Businesses.

Don’t get behind on your books.

Need help with catch up bookkeeping services? You’re not alone. 25% of business owners are behind on their books. Whether you’re behind a few months or a few years, we will bring your financials up to date so you can worry less about the past and spend more time thinking about the future.

Get a Free Quote