Bookkeeping
- Monthly categorizing of income and expenses
- Bank and credit card reconciliations
- Profit and loss statements and balance sheets
- Clean-up for books that have fallen behind
- Year-end books ready for your tax return
Payroll
- Running payroll for employees and owners
- Federal payroll tax filings (Forms 941 and 940)
- New York withholding and unemployment filings (Form NYS-45)
- Year-end W-2s and W-3
- 1099-NEC forms for your contractors
- New hire paperwork (W-4 and IT-2104)
Common questions
Do I need a bookkeeper if I'm a sole proprietor?
It isn't required, but organized records make your return faster and more accurate, and they back up your deductions if the IRS ever asks.
Can you take over payroll in the middle of the year?
Yes. We'll need your year-to-date payroll reports so the year-end forms come out right.
