Service Details
Bookkeeping
Reliable, accurate bookkeeping services tailored to growing businesses. Clean books are the foundation of good decisions.
Clean books are more than just a requirement for tax time; they are a vital growth system. Our bookkeeping services provide the reliable reports owners need to understand profitability and cash flow. Tax services typically include the underlying bookkeeping so you are compliant with IRS requirements to maintain an accurate set of books and records.
The Challenge
- Messy, inaccurate, or outdated financial records
- Lack of visibility into business performance
- Wasting valuable time on data entry
- Stress during tax season due to poor record-keeping
What's Included
- Bookkeeping and Accounting
- Payroll processing
- QuickBooks Online and QuickBooks Desktop Training & Consulting
- Vendor W-9 tracking
- 1099 preparation and distribution
- Bank and credit card reconciliation
- Monthly financial reports
- Cash flow forecasting
- Sales tax filing
- Year-end review
- Budget assistance
- Project/cost tracking
- Shared client portal for document storage
- Tax consulting
- 48-business-hour response time
Our Approach
We use QuickBooks Online to streamline your financial processes, ensuring your books are always accurate, up-to-date, and accessible.
Who this is for: Small-business owners and growing companies who need accurate financial data without the burden of managing it themselves.
The Process
1. Initial assessment of current books
2. Clean-up of historical data (if necessary)
3. Setup of efficient recurring workflows
4. Monthly reconciliation and reporting
Frequently Asked Questions
What software do you use?
We primarily use and recommend QuickBooks Online for its robust features and integrations.
Do you offer clean-up services for messy books?
Yes, we specialize in getting your historical records accurate and organized.
Ready to get started?
Based in Taos and serving clients across New Mexico, Colorado, and nationwide.
Discuss This ServiceKey Benefits
- ✓Clear visibility into your business finances
- ✓Time saved to focus on core business activities
- ✓Seamless tax preparation
- ✓Better decision-making based on accurate data
Trusted by clients nationwide