25% off year-end tax review
Periodic Bookkeeping Services
Who is this option best for?
Running a small business often means juggling a lot, and while you might handle daily transactions on your own, it’s helpful to have someone review your records regularly. That’s where we come in! Our periodic reviews ensure your records are accurate and ready for your CPA while also giving you clear insights into your business’s financial health.
What does Periodic Bookkeeping Services include?
With our quarterly and annual bookkeeping services, we’ll reconcile all your general ledger accounts, including bank, credit card, and loan accounts. We’ll also prepare your financial statements and handle your 1099 filings if needed.
What level of availability can I expect from the bookkeeper?
Our bookkeepers are available by email or phone during business hours to assist you. For clients in the Tampa/St. Pete area, we also offer the option of on-site visits. While most clients with quarterly or annual bookkeeping services typically don’t require an in-person meeting, we’re always happy to meet with you if needed.