Services / Bookkeeping & Quarterly Filings


Available in all 50 states · Based in Tukwila, WA

Bookkeeping & Quarterly Filings

Clean, current books and quarterly tax filings handled on time, for businesses in all 50 states.

Every month you get

P&LProfit & loss statement
BSBalance sheet
RECBank reconciliations
QTRQuarterly filings on time
Overview

Good books make everything easier, from tax season to getting a loan. We keep your records accurate and up to date, and handle quarterly tax filings so nothing slips through the cracks.

Who it's for

Small and mid-size businesses, restaurants, retailers and self-employed professionals who want their numbers handled.

What's included

  • Monthly bookkeeping and reconciliations
  • Profit and loss statements and balance sheets
  • Quarterly tax filings
  • Estimated quarterly tax payments
  • Year-end books ready for your tax return
  • Clean-up of past-due or messy books
What you get

Know your numbers every month

Each month your books are reconciled and you receive clear reports, so you can make decisions with real numbers instead of guesses.

  • Profit & loss statement
  • Balance sheet
  • Bank and card reconciliations
  • Quarterly filing reminders
Sample reportProfit & Loss
Reconciled
Jan
Feb
Mar
Apr
May
Jun
RevenueTrending up
ExpensesCategorized
Quarterly taxesFiled on time

Illustration only.

Questions

Bookkeeping & quarterly filings: common questions

Quick answers to what clients ask us most.

See all FAQs →
Why do I need a bookkeeper?

Accurate books show you whether you are actually making money, make tax time faster and cheaper, help you get loans and leases, and protect you if you are ever audited. Most business owners find it costs less than the time and missed deductions of doing it themselves.

What is included in monthly bookkeeping?

Recording and categorizing your transactions, reconciling your bank and credit card accounts, and preparing monthly financial statements such as a profit and loss statement and balance sheet. Your books stay ready for tax season all year.

What are quarterly filings?

Depending on your business, quarterly filings can include estimated income tax payments and state excise tax returns such as B&O and sales tax, which may be due monthly, quarterly or annually based on your volume. We file on time and remind you of payments before they are due.

My books are behind or a mess. Can you fix them?

Yes. We do clean-up and catch-up bookkeeping, working through past months to get your records accurate, then keep them current going forward.

What software do you work with?

We work with common bookkeeping software such as QuickBooks. If you already use a system, we can usually work with it. If you do not have one, we will help you choose and set it up.

Ready to get started?

Tell us what you need and we will get back to you quickly.

CallBook a consultation