Additional Financial & Administrative Support Services

$15/form | $75 minimum

Ensure your contractors are reported accurately and filed on time with our affordable and efficient 1099 preparation service. We help simplify the filing process while reducing the stress that often comes during year-end reporting season.

• 1099 preparation 
• E-filing submission 
• Contractor copies 
• Filing organization support 
• Contractor information review 
• Filing deadline assistance

• Businesses using contractors or freelancers 
• Small businesses needing year-end filing support 
• Owners wanting organized contractor records

Flat Rate: $200

A one-time professional review of your QuickBooks setup designed to identify bookkeeping issues, inefficiencies, reporting concerns, and opportunities for improvement.

This service is ideal for business owners who are unsure whether their books are accurate or want professional insight before moving forward.

• Full QuickBooks review 
• Error identification 
• Workflow recommendations 
• Financial organization recommendations 
• Chart of accounts review 
• Reconciliation review 
• Written summary of findings and recommendations

• DIY bookkeeping users 
• Businesses with messy financial records 
• Owners preparing to hire a bookkeeper 
• Businesses wanting a professional financial review

Starts at $450
Includes up to 3 months of cleanup

Our cleanup service helps organize, reconcile, and update your financial records to ensure your books are current, accurate, and ready for your tax professional.

We work to correct inconsistencies, organize uncategorized transactions, and improve overall bookkeeping accuracy so you can move forward with cleaner financial records.

• Transaction categorization 
• Account reconciliation 
• Financial organization 
• Cleanup of uncategorized transactions 
• Review of inconsistencies 
• Financial record organization 
• Reporting cleanup support

• Additional cleanup months: +$100/month 
• 1-on-1 QuickBooks training: $100 one hour
• Workflow improvement recommendations 
• Ongoing bookkeeping transition support

Our QuickBooks Cleanup service is designed to help organize, reconcile, and update your financial records to ensure they are accurate and tax-ready. Cleanup quality depends on the completeness and accuracy of the information provided by the client. Clients must provide access to their QuickBooks account and all relevant financial documentation. This service does not include tax filing, CPA review, or legal representation but prepares your books for submission to a tax professional.