Monthly Bookkeeping

Five answers, before anything else.

1. The problem it solves

   Books slip in the busy months, and every filing season starts with a scramble.

2. Who it is for

   • Businesses with regular sales and expenses
   • Owners who finished a cleanup and want to stay current

3. What you receive

   • Categorizing and bank matching every month
   • A monthly profit and loss statement
   • A short check-in when something looks off
   • Year-end records ready for your tax return

   Not included

   • Running payroll (see Payroll Coordination)
   • Paying your bills for you
   • Your tax return, unless it is part of a plan

4. What it costs

   Quoted for your business

   We price it after a conversation with you. You see the price before any work begins.

5. Where we serve you

   No Georgia office is confirmed for this service yet. Get in touch and our Forest Park headquarters will tell you where it is delivered.

   Outside Georgia? Find your office and ask about this service there.

Who does the work.

Please do not send documents, Social Security numbers or account numbers by email, text or the web. Bring them to the office. Nobody can promise a refund or what you will owe, and nothing is filed until you have reviewed it and said yes.

Also in Business Finance

• We do this

  Bookkeeping Cleanup

  A messy year of records, brought into order once.

• We do this

  Annual Business Care

  Books, year-end and your business return in one plan.

• We coordinate this

  Business Setup Package

  Start your business set up right from day one.

• We do this

  EIN Help

  Help applying for your business’s federal tax ID.

• We coordinate this

  Formation Coordination

  One checklist across the state, the IRS, the bank and your books.

• We do this

  Business Tax Returns

  Your business return, prepared with you and reviewed before it is filed.

• We do this

  Business Prior-Year Cleanup

  Unfiled or filed wrong? Get the past years handled.

• We do this

  1099 & W-2 Filing

  Your year-end forms, prepared and filed on time.

• We coordinate this

  Payroll Coordination

  Pay your team on time, with the tax side handled.

• We refer this

  Partner Services

  Banking, payroll, software and more, through partners we know.