Bookkeeping That Works for Busy Online Entrepreneurs

• Maintain bank feeds

• Match and record transactions

• Request receipts and invoices for expenses

• Ensure audit-ready books

• No caps on transaction volume

• Pricing reviewed every 6 months to stay aligned with your growth

• Connect as many as you need

• We follow Profit First™ Method in our own business

• Reach out anytime with questions or to discuss ideas

• Extra analysis and research billed separately

• Financial reports

• Key metrics dashboard

• 5-minute video explaining your company's financial health

• For S-Corps or businesses with employees

• We set up and manage integration

• We troubleshoot when needed

• You run payroll and pay subscription

• Meet annually for budget planning

• Budget compared to monthly spending reports

• Review and adjust monthly as needed

• Year-end slide presentation

• Charts and visuals of your company's finances

• Comparison to previous year

• Identify and file 1099s for required payments

• Annual corporate report check for compliance

A 1099 is a tax form. It reports income paid to non-employees. One copy goes to the recipient. One copy goes to the IRS.

When is a 1099 required?

File a 1099 if someone received $600 or more during the year for:

• Services or work

• Rent

• Royalties

• Other payments

Who needs a 1099:

• Independent contractors

• Freelancers

• Self-employed people

• Service providers

Types of 1099s:

• 1099-NEC – Payment for services or work

• 1099-MISC – Payment for rent, royalties, or services

• 1099-INT – Interest income

• 1099-DIV – Dividends from investments

• 1099-G – Government payments (unemployment, tax refunds)

• 1099-K – Payments from credit cards or PayPal

• 1099-R – Retirement distributions

Key deadlines and rules:

• File by January 31st

• Recipients report on their tax return

• IRS receives a copy

• W-2 is for employees; 1099 is for non-employees

• We assist with filing and nexus tracking

• We set up Tax Jar for auto-filing (when possible)

• You pay the Tax Jar subscription

• Required if you have a physical location

• File annual property tax return

A business property tax filing is an annual report. U.S. states require it if your business owns or leases property.

What to list:

Equipment

• Furniture, computers, machinery, tools, and other business items at your location

Leasehold improvements

• Permanent changes to a rented space (walls, flooring, cabinets, lighting, HVAC)

• Check lease agreement for who reports these

Why it's required:

States tax both real estate and business equipment. An accurate list of equipment and improvements determines the correct tax amount.