Tax Services
Bookkeeping Add On led by Manhattan CPAs
Small business owners in Manhattan, NY often need reliable bookkeeping support to maintain accurate financial records while focusing on their core ope...
Service Overview
Small business owners in Manhattan, NY often need reliable bookkeeping support to maintain accurate financial records while focusing on their core operations. This service provides ongoing transaction categorization, reconciliation, and financial statement preparation to ensure businesses have clean books for tax time and decision-making throughout the year.
We work with entrepreneurs who need help organizing receipts, tracking expenses, and maintaining proper accounting records. Our service includes monthly or quarterly bookkeeping reviews, bank and credit card reconciliations, and the preparation of profit and loss statements and balance sheets. This foundation ensures accurate tax preparation and provides valuable financial insights for business growth.
The service is designed for Manhattan businesses that have outgrown manual spreadsheet tracking but do not yet need full-time accounting staff. We use cloud-based accounting software and provide training on financial record-keeping best practices to help business owners maintain their books between our review sessions.
What You Get
- ✓Monthly or quarterly bookkeeping reviews
- ✓Bank and credit card reconciliation
- ✓Transaction categorization and expense tracking
- ✓Profit and loss statement preparation
- ✓Balance sheet preparation
- ✓Accounting software setup and training
- ✓Receipt organization and digital filing
- ✓Year-end bookkeeping cleanup for tax season
Manhattan, NY Specific Information
How often do you review books for Manhattan small businesses?
We provide monthly or quarterly bookkeeping reviews for Manhattan, NY small businesses, ensuring records stay current and accurate throughout the year.
What accounting software do you use in Manhattan, NY?
We work with QuickBooks, Xero, and other cloud-based accounting platforms for Manhattan, NY businesses, providing training and setup as part of our bookkeeping services.
Do you handle expense categorization for Manhattan businesses?
Yes, we categorize all business expenses for Manhattan, NY companies, ensuring proper tax treatment and accurate financial reporting for deductions and credits.
What financial statements do you prepare for Manhattan clients?
We prepare profit and loss statements, balance sheets, and cash flow reports for Manhattan, NY small businesses to support tax preparation and business decision-making.
How do you handle reconciliation for Manhattan bank accounts?
We perform monthly bank and credit card reconciliations for Manhattan, NY businesses, identifying and correcting any discrepancies in financial records.
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Ready to get started with Bookkeeping Add On?
Contact our Manhattan-based CPAs for professional bookkeeping add on services. We understand your specific tax situation and can help you navigate complex requirements with confidence.