Advisory Services
Year-end Cleanup Service
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Review and update financial records
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We will review all financial transactions, including income and expenses, for the current year.​
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We will also ensure that all transactions are accurately recorded.
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Bank and credit card reconciliation
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We will reconcile all bank and credit cards statements for the year or previous years of business.​
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We will also investigate and resolve any discrepancies
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Account receivable and payable
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We will review your accounts receivables to identify overdue invoices and follow up with clients for payment. ​
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We will also review your account payables to ensure all bills are paid and up to date.
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Expense categorization
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We will review and categorize expenses accurately to prepare for tax deductions and financial reporting.​
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Clean up chart of accounts
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We will review your chart of accounts and close any unused or unnecessary accounts.​
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We will also ensure that your chart of accounts are organized and reflect your business needs.
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Vendor and contractor information
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We will update vendor and contractor information, especially if there have been any changes in contact details or payment terms. ​
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Employee payroll benefits
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We will ensure that employee payroll records are up to date and accurate.
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Prepare financials for tax season
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We will gather all necessary tax documents, such as receipts, invoices, and financial statements.
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We will also prepare for year-end tax reporting, including W-2s and 1099s for employees and contractors. ​
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Schedule a discovery call with a tax advisory professional!