Monthly bookkeeping in QuickBooks Online, financial statements, and payroll guidance, kept clean and current so your taxes and your decisions are built on accurate numbers.
Every projection, salary decision, and estimated payment depends on your numbers being right. When books fall behind, you're making decisions without the full picture, and tax season turns into reconstructing the year instead of planning the next one.
Because we handle your books and your taxes, your accounts are set up from the start for the returns and planning that come later, so nothing has to be reorganized every April.
Philadelphia vs. out-of-city revenue, so your BIRT is apportioned correctly.
Owner pay and reimbursements, kept separate to support your S corp salary and accountable plan.
Credit-qualifying purchases, like the healthy beverage purchases behind the city's BIRT credit.
Monthly bookkeeping
We categorize your transactions and reconcile your bank, credit card, and loan accounts in QuickBooks Online every month, so your books stay current instead of piling up for tax season.
Financial statements
Profit and loss, balance sheet, and cash flow reports that show where your business stands. Depending on your package, you get them at year-end or every month, with KPI review in our Strategic package.
Payroll guidance
Payroll runs through our partnership with Gusto. We help you set it up, guide you on owner salary and withholding, and make sure payroll ties out to your books and your returns.
Tax-ready books
We set up your books with your taxes in mind: separating Philadelphia from out-of-city revenue for BIRT, tracking owner reimbursements under your accountable plan, and capturing purchases that qualify for credits. Sales tax filings are included in our Growth and Strategic packages.
We work in QuickBooks Online. If you're already on it, we pick up where you are; if not, we'll get you set up.
Gusto runs your payroll, including direct deposits and payroll tax filings, and bills its subscription directly. We help you set it up, advise on owner salary and withholding, and reconcile payroll to your books every month.
It depends on your package: Foundation and Growth include quarterly planning meetings, and Strategic meets monthly. In between, you can reach us with questions any time.
No. We connect to the accounts you already use and work from there.
Yes. Bookkeeping is available on its own as well as within our monthly packages. We'll recommend the right setup during your consultation.
Book a free consultation. We'll look at where your books stand today and recommend the package that fits your business.