Services

Bookkeeping

Bookkeeping

Giving you more time to focus on your big vision.
Managing your books is a critical part of your business — but it can also be a distraction. Time spent tracking transactions is time you could be spending on activities to help grow your business and reach your goals.

Our dedicated, experienced team can handle all the day-to-day financial tasks of your business so you don’t have to. We’ll keep your books and on track, including W2s and 1099s. Whether you’re a solopreneur, small business owner or a mid-sized company, we’ve got you covered.

Shoebox Tax Prep - Bookkeeping

Why choose Shoebox for your bookkeeping needs?

  • Free up time for more productive business activities
  • Combine with our tax services for total financial oversight
  • Manage Accounts Payable and Accounts Receivable
  • Install and set up QuickBooks Online and provide basic training (if desired)
  • Run payroll using Client approved Payroll Service (ex. ADP, Insperity, Intuit)
  • Review and reconcile Payroll records and corresponding Tax Returns
  • Reconcile monthly bank and credit card accounts with bank statement
  • Prepare and present Financial Statements
  • Prepare and Send 1099 and 1096
  • Review, analyze and reconcile General Ledger accounts for accuracy and confer with Client regarding any items not fully understood
  • Prepare and record all necessary journal entries to reflect correct accounting records.