Services
Annual Bookkeeping
One clean, tax-ready set of books at year-end, without the monthly commitment.
Who it's for
Is this right for you?
- Sole proprietors and freelancers
- Side businesses and seasonal companies
- Businesses with low monthly transaction volume
Great for sole proprietors, side businesses, and companies with low transaction volume.
What's included
Everything we handle
- Collecting the year's statements
- Categorizing and reconciling all accounts
- Year-end adjusting entries
- Year-end P&L and balance sheet
- 1099 vendor list
- Tax-ready package for your tax preparer
- Annual review meeting
How it works
How annual bookkeeping works
- 1
Gather
Send us your year's statements through our secure portal.
- 2
Reconcile
We categorize, reconcile, and make year-end adjustments.
- 3
Deliver
You get year-end statements and a tax-ready package.
- 4
Hand off
We send everything to your tax preparer and answer their questions.
Checklist
What you'll need
- All bank and credit card statements for the year
- Loan and lease statements
- A list of vendors and contractors you paid
- Last year's tax return
FAQ
Questions
Request a Quote
Tell us about your business and we'll send a clear, flat quote.