MONTHLY FULL CYCLE BOOKKEEPING & FINANCIAL OVERSIGHT
Stay on top of your finances with our monthly bookkeeping service, which includes thorough bank and credit card reconciliations, detailed journal entries, and organized record-keeping. We also track your budget against actual spending (if a budget is in place), giving you a clear snapshot of your financial health. Each month, we prepare and review key financial statements, including the Balance Sheet and Profit & Loss statements, and meet with you to discuss insights, answer questions, and plan next steps.
QUARTERLY &
AS NEEDED COMPLIANCE SUPPORT
For quarterly and occasional compliance needs, Every Penny LLC steps in to manage filings and ensure regulatory accuracy. We handle payroll tax filings (Forms 940, 941, SUTA, FUTA) if your payroll provider cannot complete them and take care of sales tax filings to keep your business in compliance. Additionally, if you need assistance with prior-year or month cleanup, we provide expert support to bring your financials up to date.
YEAR-END TAX FINANCIAL COORDINATION
Disclaimer: Not a CPA
We make year-end stress-free by coordinating with your CPA and preparing essential filings. Our team provides budgeting services upon request, files 1099s and W-2s if your payroll provider doesn’t handle them, and prepares year-end financial statements. We also communicate directly with your CPA, ensuring all necessary adjustments (AJEs) are made for accurate and compliant financial records heading into tax season.
QUICK BOOKS ONLINE SETUP & MAINTENANCE
Properly setting up and maintaining QuickBooks Online is the foundation of efficient financial management. At Every Penny LLC, we ensure your system is configured to match your business's unique needs, streamlining your accounting processes from day one. Whether you're transitioning from another platform or starting fresh, we provide ongoing maintenance and support to keep your books organized, accurate, and accessible at all times.
FAQ Frequently Asked Questions
