Core Bookkeeping is designed to keep your financial records accurate, organized, and consistently maintained. We handle monthly transaction categorization, bank and credit card reconciliations, and essential financial reporting so your books are clean, reliable, and ready for tax time.

This service focuses on accuracy and consistency — ensuring your financial data is correct without unnecessary complexity.

Best for: Businesses with low transactional volume that need reliable, accurate bookkeeping with only the essentials.

What’s Included

• Monthly transaction categorization

• Bank & credit card reconciliations

• Monthly Profit & Loss and Balance Sheet

• Secure document collection and storage

• Books maintained to CPA standards

Why Clients Choose Core:

• Accurate financial records every month

• Clear, reliable numbers you can trust

• A strong foundation for tax preparation

• No overpaying for services you don’t need

Advanced Bookkeeping goes beyond accuracy by adding financial insight and analysis. In addition to maintaining clean books, we review your financials each month to identify trends, unusual changes, and key performance indicators that impact your business.

You receive meaningful reporting and professional review — without the burden of frequent meetings or hands-on management.

Best for: Growing businesses with moderate transaction volume that want to understand their numbers, not just record them.

What’s Included (Everything in Core, plus)

• Monthly financial review by a CPA

• Trend and variance analysis

• Key performance indicators (KPIs)

• Issue flagging and financial observations

• Priority support

Why Clients Choose Advanced

• Understand what’s changing in their business

• Identify potential issues early

• Gain insight without hiring in-house finance staff

• Proactive review without constant meetings

Elite Bookkeeping & Strategic Reporting provides controller-level oversight and proactive financial guidance. This package combines advanced reporting with deeper analysis, written financial commentary, and CPA oversight to support informed decision-making as your business grows.

Rather than just reporting on the past, Elite focuses on financial clarity, trends, and forward-looking awareness — delivered in a streamlined, low-touch format.

Best for: High-volume or complex businesses that want strategic financial insight and CPA-level oversight without hiring a full-time controller or CFO.

What’s Included (Everything in Core & Advanced, plus)

• Monthly written financial commentary

• Cash flow and trend monitoring

• Budget vs. actual analysis (if applicable)

• Custom KPI dashboards

• CPA oversight and quality control

Why Clients Choose Elite

• Clear understanding of financial performance and trends

• Proactive insights delivered monthly

• Strategic clarity without constant meetings

• Reduced administrative and financial management burden

Our Tax Preparation & Filing services ensure your returns are prepared accurately, efficiently, and in full compliance with current tax laws. By integrating your bookkeeping with tax preparation, we minimize surprises and help ensure your financial information flows seamlessly from books to tax filings.

Whether you’re an individual or a business owner, your returns are prepared with CPA oversight and clear communication throughout the process.

Best For

• Individuals seeking accurate, CPA-prepared returns

• Business owners who want bookkeeping and taxes aligned

Why Clients Choose Our Tax Services

• CPA-prepared returns for accuracy and compliance

• Seamless integration with bookkeeping services

• Proactive guidance throughout the year

• Clear, jargon-free explanations

Our Payroll Services provide accurate, compliant payroll processing through trusted platforms such as ADP and Gusto. We manage payroll administration, tax filings, and reporting so you can pay your team on time while reducing compliance risk and administrative burden.

Payroll is offered as a standalone managed service to ensure accuracy, consistency, and regulatory compliance.

What’s Included (Payroll Setup & Onboarding)

• Payroll platform setup (ADP or Gusto)

• Federal, state, and local tax agency registrations

• Employee and contractor setup

• Historical payroll data entry (if mid-year)

• Review and cleanup of prior payroll issues

What’s Included (Ongoing Payroll Management)

• Payroll processing and direct deposit

• Federal, state, and local payroll tax filings

• Payroll expense and liability tracking

• Payroll reporting and summaries

• Coordination with bookkeeping records

Custom Add-Ins are designed for businesses with requirements that fall outside our standard bookkeeping, payroll, or tax packages. These services allow us to extend your existing engagement with targeted support for added complexity, specialized reporting, or unique operational needs.

All Custom Add-Ins are clearly scoped, priced separately, and documented in writing to ensure transparency and alignment.

Best For

Businesses with advanced workflows, higher-than-average complexity, or specific financial needs that require customization beyond a standard service tier.

Common Custom Add-Ins:

• Complex or non-standard bookkeeping scenarios

• Specialized payroll situations not covered under standard payroll management

• Custom reporting, dashboards, or KPI development

• Historical cleanup or restructuring projects

• Process redesign or system optimization