Add-ons

Bookkeeping Add-ons

• Bookkeeping for Xero, Quickbooks Online, Quickbooks Desktop
• Bookkeeping options (Accrual, Cash basic)
• Monthly bank /credit card/paypal reconciliation
• Annual 1099’s
• K-1 forms
• Personal tax return, requires 6 month minimum subscription length.
• Corporate tax return (Corporations, Partnerships, LLCs / LLPs), 1099, K-1, requires 6 month minimum subscription length.
• CPA advice on company structure (brand new company) and maximizing operations efficiency
• Customized Chart of Accounts
• Fixed Asset Management (Depreciation / Amortization)
• Coordinating with your CPA or tax adviser
• Monthly Cash flow statements
• QuickBooks & Xero Installation, Company Setup, Maintenance
• Year-end Preparation for your CPA or Tax Consultant
• Manage business with multiple locations
• Manage accounts payable via Bill.com, Expensify, Paypal
• Payroll reconciliation via JustWorks, Gusto (formerly Zenpayroll)
• Manage accounts receivable via Quickbooks, Xero, Paypal
• Advisement on Chart of Accounts, Implement and set up QB and Xero