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1. Tax-Ready Categorization of All Transactions Flowing Through Your Business:

   As your bookkeeper, I categorize every financial transaction within your business. This goes beyond simple data entry; I ensure that each expense, income, and transaction is accurately classified for tax purposes. This categorization simplifies tax preparation by providing a clear and organized overview of your financial activities, reducing the risk of errors and audits.

   Benefits:

   • Peace of mind knowing your financial data is accurate and organized.

   • Streamlined tax preparation and filing.

   • Minimized audit risk.
      

2. Monthly Reconciliations:

   I perform monthly reconciliations of your financial records to your bank statements, credit card statements, and other financial documents. This process helps identify discrepancies and ensures that your financial data remains accurate. By reconciling your accounts regularly, I can catch discrepancies early, saving you time and money in the long run.

   Benefits:

   • Accurate financial records.

   • Early detection of discrepancies.

   • Improved financial decision-making.
      

3. Financial Statement Production:

   I create comprehensive financial statements for your business, including income statements (profit and loss) and balance sheets. These statements provide a clear snapshot of your business's financial health, making it easier for you to make informed decisions and present your financial status to stakeholders.

   Benefits:

   • Better understanding of your business's financial performance.

   • Enhanced ability to secure loans or investments.

   • Improved financial planning.
      

4. Direct Bookkeeper-to-Tax-Expert Contact for a Smooth Tax Filing Process:

   I offer direct communication between myself as your bookkeeper and any tax experts you choose to work with. This seamless collaboration ensures that your financial data seamlessly transitions from bookkeeping to tax preparation. Any questions or issues can be addressed promptly, reducing stress during tax season and ensuring a smooth tax filing process.

   Benefits:

   • Expert guidance throughout the tax season.

   • Efficient communication.

   • Reduced tax-related stress and errors.

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Add-Ons (Wisconsin Only):

1. Direct Deposit Payroll for Employees & Contractors:

   Simplify your payroll process with my direct deposit payroll service. I handle payroll for both employees and contractors, ensuring that they receive their payments accurately and on time. This service not only saves you time but also enhances employee satisfaction and compliance with payroll regulations.

   Benefits:

   • Streamlined payroll processing.

   • Timely and accurate payments.

   • Compliance with payroll regulations.
      

2. Annual 1099 Filing:

   I take care of the annual 1099 filing process for your business. This ensures that you meet your tax reporting obligations when working with independent contractors. My service ensures that you complete the required forms accurately and on time, avoiding penalties and potential compliance issues.

   Benefits:

   • Compliance with IRS 1099 reporting requirements.

   • Avoidance of penalties and fines.

   • Stress-free contractor payment reporting.
      

With me as your bookkeeper, you can focus on running your business with confidence, knowing that your financial records are in expert hands. I provide you with the support you need to simplify financial management and meet your tax-related responsibilities efficiently and accurately.

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