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
Your Partner in Clear & Simple
Bookkeeping Documentation
Let's Get Your Bookkeeping Documentation In Order
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 and confidence.
How Can We Help You?
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Guidance on Document Preparation: We’ll help you gather and prepare receipts, statements, and other relevant records.
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Organization & Categorization: We’ll assist with organizing files by date, type, or account so they’re audit-ready.
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QuickBooks Setup & Connectivity: If needed, we’ll help you set up or securely connect your account.
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High-level Review: A quick check to ensure everything is in order without full accounting deep dives.
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Secure Document Upload: Use the safe Client Portal for any file submissions.
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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.
Lite Assistance
(Small Business)One-time setup assistance: $100
Up to100 Transactions Per Month
Add-ons Available
$
450
Monthly
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Secure Client Portal Access
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Personalized Review
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Ongoing Q&A
Mid-Level Assistance
(Growing Business)One-time setup assistance: $100
Up to200 Transactions Per Month
Add-ons Available
$
575
Monthly
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Includes Everything in Lite
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Extended Review and Reporting
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Customized Chart of Accounts
Full Assistance
(Larger Organizations)One-time setup assistance: $100
Up to 300 Transactions Per Month
Add-ons Available
$
825
Monthly
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Includes Everything in Mid-Level
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Expedited Review and Reporting
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Documentation Insight
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?
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Notarization $10.00
Additional notarization is $5
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Form 1099 (nonemployee) Preparation $125.00
Up to 5 Contractors – ($10 each additional contractor - does not include audit support)/ Initial, Errors, and Rejects
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Form 941 Payroll Tax Preparation $50.00
Submitted quarterly or monthly
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Audit Defense $75.00
Service to provide leverage against IRS notifications
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Business Filing Amendment $50.00
Servicing, consultation, and tracking to the amendment process for the Secretary of State foundational corporate document(s)
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Beneficial Ownership Information Report $50.00
Corporate Transparency Act (CTA) requirement report use to identify business owners annually and submit to FinCEN
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Business License $50.00
Requirement needed to conduct business in the county the business was established
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Sales Tax License $50.00
Needed if selling tangible retail and whole property