Services

Taking a custom approach to each client works out best for everyone involved. Complete Books & Solutions does not upsell services or push package options that do not make sense for the client. Instead, using the intake form and free consult to gather information and find out the specific needs of the client, a custom service plan is created. Every client is free to opt in to specific services and cancel at any time. By billing hourly, a client never overpays for months that have low transaction volume or activity.

*Please note; all services are currently provided remotely.

Bookkeeping

Accurate data entry, Chart of Accounts creation & maintenance. Complete Balance Sheet reconciliation to include: Bank & credit card accounts, loans, intercompany transactions, Accounts Receivable & Accounts Payable. Payroll reconciliations also offered.

Financial Reports

Accounts Receivable Aging

Accounts Payable Aging

Balance Sheet

Profit and Loss

Trial Balance

QuickBooks

As a Certified QuickBooks Online ProAdvisor, I am able to register new businesses and manage their QuickBooks Online Subscription or utilize client's existing QuickBooks Desktop company file on select versions.

Other Accounting Platforms

QuickBooks is not the best fit for every client and sometimes it meets some needs yet other applications are used to fill in what QBO cannot. Whatever your software preference, Complete Books will work with you.

Some current clients utilize: Aplos, Bill, Invoices2Go, Wave, Microsoft Excel

1099 Preparation

Did you pay subcontractors?

Did you hire an attorney?

Did you pay rent?

If you answered yes to any of these questions, you may be required to file 1099-NEC or 1099-MISC forms. Avoid penalties by timely filing with Complete Books.