Sapphire Tax Notary

Facebook-f Instagram Linkedin Pinterest Whatsapp Link Yelp Calendar-alt Handshake

Contact Us

(205) 235-2373
We are here to help

Monday – Saturday

Notary Services: 9:00 AM – 9:00 PM
Other Services: 9:00 AM – 7:00 PM

Clear Simple Time Saving Processes

Your go-to resource
for bookkeeping and
documentation

No stress, no confusion – just clear, organized records that give you peace of mind and help you confidently manage your finances.
Supporting you to organize, complete, and submit your bookkeeping documents with ease.

Let's Get Your Bookkeeping Documentation In Order

SCHEDULE YOUR FREE REVIEW.

How Can We Help You?

  1. Guidance on Document Preparation: We’ll help you gather and prepare receipts, statements, and other relevant records.

  2. Organization & Categorization: We’ll assist with organizing files by date, type, or account so they’re audit-ready.

  3. QuickBooks Setup & Connectivity: If needed, we’ll help you set up or securely connect your account.

  4. High-level Review: A quick check to ensure everything is in order without full accounting deep dives.

  5. Secure Document Upload: Use the safe Client Portal for any file submissions.

  6. Personalized Q&A: Have questions? We’re here to clarify documentation issues.

Scope of Work

  • Organize General Ledger Review
  • Organize Payables/Receivables
  • Reconciliation Facilitation
  • Bank & Credit Card Reconciliation Support

Getting Started

  • Navigate Software Options
  • Access Client Portal
  • Engage Client Agreement
  • Complete Onboarding

Our Options

  • Support Balance Sheet Prep
  • Guidance to Organize Statements
  • Scrub General Ledger Entries
  • Monthly Reports Suport

Running a business is already demanding – let us simplify your bookkeeping documentation so you can focus on what you do best.  Every step is handled with clarity, care, and compliance in mind. 

Document Toolkit

How to Analyze a Cash Flow Statement
Tracks how cash moves in and out of a business over time - key for assessing financial health and operational efficiency.
Click Here
How to Analyze a Balance Sheet
A balance sheet shows what a company owns (assets) and owes (liabilities) at a specific point in time, and the shareholders (equity).
Click Here
How to Read Financial Statements
Understanding a company’s financial health
Click Here
Bookkeeping Essentials
Terms and Definitions
Click Here
Navigating Small Business Bookkeeping
Proper Business Maintenance
Click Here
Bookkeeping & Tax Preparation
Understanding the Financial Journey
Click Here
SET UP YOUR CALL TODAY.

Lite Assistance

(Small Business)

One-time setup assistance: $100
Up to 100 Transactions Per Month
Add-ons Available
$ 400 Monthly
  • Hassle Free Services
  • Secure Client Portal Access
  • Personalized Quarterly Review
  • Deduction-Ready Recordkeeping
  • Client Email Support
Click Here

Mid-Level Assistance

(Growing Business)

One-time setup assistance: $100
Up to 150 Transactions Per Month
Add-ons Available
$ 550 Monthly
  • Includes Everything in Lite
  • Reporting Available by the 20th
  • Monthly Recording Reviewing Reports
  • Customized Chart of Accounts
  • Priority Email Support
Click Here

Full Assistance

(Larger Organizations)

One-time setup assistance: $100
Up to 200 Transactions Per Month
Add-ons Available
$ 700 Monthly
  • Includes Everything in Mid-Level
  • Reporting Available by the 15th
  • Monthly Business Health Check
  • 30-min Documentation Insight
  • Expedited Email Support
Click Here

*The above starting prices are based on said transactions a month and up to 2 bank/cc accounts.
Your individual pricing will vary based on the scope of the customized services.

Meeting Your Needs

Collaboration

We will work alongside you to organize your receipts, statements, and records in one place. With clear labeling and structured folders, you’ll always know where to find your documentation.

Reporting

We help you prepare and organize the documentation that supports your financial reports—so when it’s time for your accountant or tax preparer to step in, everything is ready and easy to review.

Storage

Your documentation is stored securely and organized by month, making it simple to access past statements, receipts, and files. This ensures your records are safe, easy to retrieve, and audit-ready.

Preparation

We help you gather, sort, and prepare your bookkeeping documentation so you’re “Tax Ready.” When it’s time to file, your accountant or tax professional will have everything neatly organized and ready.

Need Compliance Support?

***Pricing is subject to change

BOOK NOW AND WE'LL DO THE REST.