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Monthly transaction categorization and entry
Bookkeeping Add On
Bookkeeping Add On for Bronx, NY taxpayers
Monthly bookkeeping services integrated with tax preparation for accurate year-end filing and quarterly planning.
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About this service
How Bookkeeping Add On works for Bronx, NY taxpayers
Bookkeeping add-on provides monthly bookkeeping services integrated with tax preparation. This service includes organizing business transactions throughout the year. We categorize income and expenses for accurate financial records. The process involves reviewing bank statements, receipts, and invoices monthly. We prepare monthly financial statements for business management. All records get entered into accounting software. This service helps Bronx, NY small businesses maintain organized records for tax time.
The service includes quarterly tax planning based on year-to-date numbers. We reconcile accounts and prepare for tax deadlines. Documentation typically includes bank statements, receipts, and sales records. We also handle accounts receivable and payable tracking. The process ensures accurate financial reporting for business decisions. Taxpayers receive monthly reports and year-end tax preparation.
We work with Bronx, NY small businesses that need organized financial records. The service covers all business types and sizes. We integrate with existing tax preparation services. All work follows standard accounting practices. The final deliverable includes complete financial records and tax return.
What's included
What you get with Bookkeeping Add On
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Bank and credit card reconciliation
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Preparation of monthly financial statements
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Accounts receivable and payable tracking
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Quarterly tax planning reviews
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Year-end tax preparation coordination
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Accounting software setup and training
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Financial report generation and analysis
Common situations
When Bronx, NY taxpayers choose Bookkeeping Add On
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New businesses needing organized financial records from the start
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Growing businesses that outgrew manual bookkeeping methods
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Businesses preparing for bank loans or investors
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Taxpayers who want to reduce year-end tax preparation stress
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Businesses with multiple income streams needing categorization
Example capability
How we handle Bookkeeping Add On for Bronx, NY taxpayers
Example of the type of engagement we can handle
Client situation
Bronx, NY retail business with $200K annual revenue needing organized records
Our approach
Set up QuickBooks, enter monthly transactions, reconcile accounts, prepare quarterly financials, coordinate year-end tax return
Expected outcome
Complete financial records with accurate monthly statements and seamless tax preparation
Contact us to discuss your bookkeeping needs in Bronx, NY. We can share references upon request.
Important notes
Compliance and limitations
We provide bookkeeping and tax preparation services for small businesses. We do not provide legal advice. Complex accounting situations may require additional specialized scope beyond basic bookkeeping.
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S Corp and Partnership Returns
Complete entity filings, K-1 preparation, and shareholder guidance for Bronx-based S Corporations and partnerships.
C Corp Returns
Annual and short-year C Corporation preparation with balance sheet tie-outs and compliance for New York and federal filings.
FAQs
Questions about Bookkeeping Add On
How often do you update bookkeeping for Bronx, NY businesses?
We provide monthly bookkeeping updates for Bronx, NY businesses with transaction categorization and reconciliation. Quarterly reviews include tax planning recommendations.
What accounting software do you use for Bronx, NY bookkeeping?
We use QuickBooks or Xero for Bronx, NY businesses unless you specify another platform. We can work with your existing accounting software.
Do you handle payroll in bookkeeping for Bronx, NY businesses?
We can include basic payroll tracking in Bronx, NY bookkeeping services. Full payroll processing requires our separate payroll add-on service.
What financial reports do Bronx, NY businesses receive?
Bronx, NY businesses receive monthly profit and loss statements, balance sheets, and cash flow reports. We also provide quarterly tax planning summaries.
Ready to work with a Bronx CPA?
Schedule a call and our professional tax preparation team will match you with a CPA who understands The Bronx and remote filing requirements.