The Year‑End Package is here!
Save money by having a bookkeeping professional prepare the data (vs. your CPA’s higher hourly rates).
Receive detailed vendor reports to identify who should receive a 1099 before the January 31 deadline.
Optional add‑on: I can file your 1099s for an additional fee.
Get your entire year’s books caught up and ready for tax season. I’ll review, reconcile, and organize your financial records so you can hand everything off to your CPA with confidence.
Simple 3‑Step Process
Fill Out the Form by Clicking the “Get Your Quote” button
Start by completing the short form with your name and email address. This helps me get in touch quickly and prepare next steps.Share Your Statements Securely
I’ll email you a secure Dropbox link where you can upload your January, March, and October bank and credit card statements.
➤ You can redact any bank account numbers or sensitive details before sending — I only need transaction information to prepare an accurate quote.Receive Your Quote & Schedule a Call
Once I review your statements, I’ll email you a custom quote and we’ll set up a time to meet to review your needs and next steps.
What’s Included
Account reconciliation (bank, credit card, loans)
Transaction categorization & corrections
Cleanup of duplicates and misclassifications
Year‑to‑date financial statements (P&L, Balance Sheet)
Vendor list cleanup + 1099 report
Documented notes and deliverables for your CPA
Pricing & Add‑Ons
From $2,000 (based on annual revenue and complexity)
Popular Add‑On: 1099 Filing Service — We can file your 1099s for an additional fee; ensure recipients are submitted by January 31.