Bookkeeping Services
Monthly Bookeeping
Transaction categorization
Bank and credit card reconciliation
Management reporting (P&L, Balance Sheet and Statement of Cash Flows)
Business tax filing (Sales Tax, Business Tax)
Accounts Payable
Accounts Receivable
Organize data for CPA
Maintain General Ledgers
Payroll
Weekly, Bi-Weekly or Monthly management through ADP
Employee Direct Deposits
Employee records maintenance
Tax Deposits
Quarterly and Year end reporting (941 and 940)
W2’s and 1099 reporting
Business Start-up and Consulting
Business licensing and registration
Entity Choice
IRS and State installments and reporting
Employee vs. Independent contractor
Historical Catchup/Cleanup
Review current bookkeeping
Catch up on all prior months’ records
Establish a bookkeeping system that works for you
Account Software
QuickBooks setup and training
Tech stack to aid your business automation
Get Your Business Finances on the TruPath with a Discovery Call
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Discover the Power of TruBooks.
Your bookkeeping needs change as your business grows. Our TruBooks Bundles give your business exactly what it needs, where it’s at now.
Startup
TruBooks for the Solopreneur- -Monthly Bookkeeping-
- Quickbooks Online Software
- Reconcillation of Bank Accounts
- Reconcillation of Credit Card Accounts
- Basic Reporting (P&L, Balance Sheet, Cash Flow)
- Financial Reports Review Video
- Unlimitted Communication
Grow
TruBooks for the Growing Small Business- EVERYTHING IN STARTUP +
- -Accounts Payable-
- Vendor W9 Compliance
- Bill Payment Bi-Weekly
- Bill Payment Weekly
- 1099 Processing
- Purchase Order Creation & MGMT
- Hubdoc/Dext/Expensify/Melio
- -Accounts Recievable-
- Create Customer Invoices
- Reconsile Customer Payments
- Collections
- -Business Taxes-
- Sales & Use Tax
- Business Tax
- F&E Tax
- Annual Sec. of State Filing
Thrive
TruBooks for the Established Small Business- EVERYTHING IN GROW +
- -Payroll-
- ADP Software
- System Setup
- Hourly Time Reporting
- Salary Reporting
- Employee Maintenance
- -Reporting-
- Liveplan/Cash Flow Tool
- Budgeting
- Cash Flow Forecasting
- KPI’s
- -Inventory-
- Management
- -Business Consulting-
- Profitability Analysis
- Benchmarking
- Budgeting & Cash Flow