Services

Services

We position our clients at the forefront of their field by advancing an agenda.

FULL MONTHLY BOOKKEEPING

I handle 100% of your bookkeeping by downloading and categorizing all of your transactions each month. I'll reconcile all of your business accounts to ensure financial accuracy.

1099 TRACKING AND FILING

Through your monthly bookkeeping, I'll keep you aware of any payments you make that qualify for 1099 Tracking. I'll provide you with blank W-9 forms to send those individuals, I'll track all payments to them and file your 1099s when due in January of each year.

MONTHLY FINANCIAL REPORTS

Once your books are completed each month I'll upload financial reports to your client portal to give you financial clarity and provide my hot takes and trends spotted.

COMPLETE QUICKBOOKS ONLINE SET UP

I'll completely set up your brand new QuickBooks Online file for you. This includes setting up a custom chart of accounts specific to your company and importing all transactions from an agreed-upon point in time.

HUBDOC MONTHLY SUBSCRIPTION

Hubdoc is a data capture tool that allows advisors and small businesses to easily capture bills and receipts, extract the key data, then sync to QuickBooks Online. This is an important tool that will allow you to share your receipts and bills with Breathe Easy Bookkeeping.

QUICKBOOKS ONLINE INTEGRATION

I'll integrate any apps we'll be working with such as your CRM, Payment Processor, etc... Common integrations include Dubsado, Honeybook, 17Hats, Stripe, Square, Asana, Amazon, and Pre-set, just to name a few.

QBO MONTHLY SUBSCRIPTION

As an Intuit Pro Advisor, I receive a discounted rate for my clients. I pay for your QuickBooks Online account, and that cost is billed right into your monthly flat rate.

SALES TAX TRACKING AND FILING

Through your monthly bookkeeping, I'll keep you aware of any payment you make that qualifies.