Business Services
Accurate record keeping is fundamental to running a profitable business. It’s also complicated and time-intensive. That’s where we come in: we are fully prepared to act as your external bookkeeping department, and offer relief from the never-ending flow of bookkeeping tasks. We handle bills, sales deposits, bank statements and credit card reconciliation, financial statements, and payroll tax preparation.
To make this as simple as possible, we have a secure client portal where you can upload your financial information. We operate all the daily bookkeeping off-site and can easily keep an eye on your financial status. We can communicate that to you through reports and financial statements that paint a picture of your or your business’s health. More often than not, we also like to have clients come in throughout the year so we can talk in person about the story behind the numbers. These financial analyses will give you better understanding of the factors that drive your business.
To make this as simple as possible, we have a secure client portal where you can upload your financial information. We operate all the daily bookkeeping off-site and can easily keep an eye on your financial status. We can communicate that to you through reports and financial statements that paint a picture of your or your business’s health. More often than not, we also like to have clients come in throughout the year so we can talk in person about the story behind the numbers. These financial analyses will give you better understanding of the factors that drive your business.
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TaxTrailer Bookkeeping Services
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Standard |
Essential |
Complete |
KICKSTART New Clients |
250+ |
500+ |
800+ |
250-500 |
This package is the bare essentials for any business. Spend less time working in your business and more time working on it. |
Perfect for business owner's who want regular reporting and support from qualified advisors and tax preparers |
Our most comprehensive package for the business owner who needs a virtual business service partner. |
A full setup of Quickbooks Online (either conversion or new file) including Chart of Accounts, bank feeds and other recommended software. Includes payroll planning setup and orientation to new software. |
up to 50 transactions |
up to 250 transactions |
no limit on transactions |
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Reconcile 1 account |
Reconcile 2 accounts |
Reconcile 3 accounts |
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Reconcile 1 Credit Card |
Reconcile 2 Credit Cards |
Reconcile 3 - 5 Credit Cards |
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Sales Tax* |
Sales Tax* |
Sales Tax* |
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Monthly Emailed Reports |
Online Review Meeting |
Online Review Meeting |
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Reconcile against Merchant Account |
Reconcile against Merchant Account |
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A/P (once a week) |
A/P (once a week) |
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Document Solutions |
Document Solutions |
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Year-End Tax Check |
Year-End Tax Check |
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up to 10 - 1099's* |
up to 25 - 1099's* |
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Metric #10 |
A/R |
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Cash Flow Forecasting |
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Financial Awareness Analysis |
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Payroll* |
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*additional charges may apply |
Includes QBO Software* |
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