Bookkeeping & Monthly Accounting
Overview
Accurate books provide the foundation for strategic financial decisions. Wakefield Tax delivers bookkeeping and financial reporting that gives business owners visibility into their financial position. From transaction categorization to financial statements, we ensure your financial records are current and accurate. Whether basic oversight or full-service bookkeeping, we maintain clean books that support tax planning and business decisions.
Features
Monthly bank and credit card reconciliations
Transaction categorization and coding
Accounts payable and receivable tracking
Monthly financial statements (P&L, balance sheet, cash flow)
QuickBooks Online setup and management
Expense tracking and receipt management
Sales tax tracking and reporting
Payroll processing and reporting
Year-end financial statement preparation
Benefits
Clear visibility into current financial position
Accurate records ready for tax planning and filing
Monthly insights into business performance
Financial data organized and accessible
Books maintained and audit-ready throughout the year
