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Yearly Bookkeeping services
(clients come once a year, current tax filing year)
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This is a one-time service, completed annually—typically at the end of your fiscal year or just before tax season.
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Our once-a-year bookkeeping service is designed for individuals and small businesses who only need their books updated annually—perfect for tax season, annual reporting, or general financial clarity. Here's everything that’s included:
1. Catch-up bookkeeping
​2. Account Reconciliation
​3. Financial reporting
4. Tax Season Preparation
​​5. Sales Tax Review (if applicable)
​​6. Expense Review & Categorization
​​7. Asset & Loan Tracking
​8. Consultation & Support
​9. Document Organization
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Flat rate Yearly: Starting at $575-$25,000 depending on complexity of business
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Remote Bookkeeping: QuickBooks online only
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