All Services
Everything: revenue/expense tracking, categorization, receipt organization, monthly reports.
Professional bookkeeping, consulting, financial cleanup, and 1099 services. Complete coverage for real estate firms, brokerages, and growing companies.
Everything: revenue/expense tracking, categorization, receipt organization, monthly reports.
Trust/IOLTA fund management per client, no commingling.
Accounts payable/receivable, payroll, cash flow, operational expenses.
Daily reconciliation between bank statements and system, fee and chargeback adjustments.
Daily entry review, proactive error detection, and category fixes.
Advice on financial structuring, LLC/S-Corp choice, report interpretation.
Review and fix months or years of disorganized records, prepare for audit.
Recovery of overdue reconciliations, closure of pending months.
Bank statement + ledger + client report verification. Used in law firms and real estate.
Trust rule verification, audit of per-client reports.
Fix imbalanced cash flow reports, identify negative balances.
Guide to who needs 1099, IRS rules, deadlines and penalties.
Live training on how to issue 1099, with Q&A.
Contractor data collection, issuance, IRS and contractor delivery.
Guided demos, no commitment. Response within 24h.