Monthly bookkeeping
We reconcile your bank and credit card accounts every month, categorize transactions, post adjusting entries, and produce a balance sheet and profit-and-loss statement within ten business days of month-end. Reports are the same format every time so you can compare months side by side.
Payroll filings
Quarterly federal payroll (Forms 940 and 941), Florida state payroll (UCT-6), and annual W-2s and 1099s. We calculate the payroll, file the returns, and handle agency correspondence when something goes sideways.
- Form 940, Federal Unemployment (annual)
- Form 941, Quarterly payroll tax
- Form UCT-6, Florida reemployment tax (quarterly)
- W-2 and W-3 annual filings
- 1099-NEC and 1096 for contractors
- Verification letters for banks, landlords, and immigration
QuickBooks
We work in QuickBooks Online by default. Clients on QuickBooks Desktop or other platforms are welcome. If your books need cleanup before monthly service can start, we scope that as a one-time catch-up project and quote separately.
Common questions
- Do you work with QuickBooks Online or Desktop?
- Both. Most clients are on QuickBooks Online. We also work with clients who use Xero, Wave, or spreadsheets, though the tooling is simpler on QuickBooks.
- Can you clean up a year of messy books?
- Yes. Clean-up projects are scoped separately from ongoing monthly bookkeeping. We quote based on the number of transactions and accounts involved.
- Do you handle worker classification disputes?
- We handle the tax and filing side: Form SS-8 determinations, 1099 vs. W-2 analysis, and response to IRS or state classification notices. For legal disputes with the agency or the worker, we coordinate with a labor attorney.
Services in this area
Monthly Bookkeeping
Clean books every month means the tax return is already mostly done by March.
Learn moreSmall Business Payroll
Payroll is a paperwork treadmill.
Learn moreQuickBooks Setup & Support
QuickBooks is only useful if it's clean.
Learn morePayroll Verification Letters
Banks, landlords, and immigration attorneys all ask for the same letter.
Learn more