Account setup and reconciliation
We set up your chart of accounts and perform initial reconciliations of all bank accounts, credit cards, and outstanding balances.
Tax services
Ongoing bookkeeping services for Queens businesses
Monthly reconciliation, transaction categorization, and financial reporting to keep your Queens business records accurate and audit-ready.
- Monthly bank reconciliations and transaction categorization
- Integration with QuickBooks, Xero, and other accounting platforms
- Clear financial reporting for Queens business owners
Tell us about your needs
Service overview
How we help with bookkeeping add on
We provide ongoing bookkeeping services for Queens businesses, reconciling bank statements, categorizing transactions, and maintaining accurate financial records. Our bookkeepers work with QuickBooks, Xero, Wave, and other accounting software to ensure your books reflect actual business activity. We handle monthly reconciliations, expense tracking, and income recording to keep your financial picture current.
For small businesses in Queens, we track accounts receivable and payable, manage inventory if applicable, and prepare monthly financial statements. We coordinate with your tax preparer to ensure bookkeeping aligns with tax reporting requirements. We also help establish proper record-keeping procedures and train staff on maintaining organized financial records.
We reconcile credit card statements, track business expenses, and ensure all transactions are properly documented with receipts and invoices. For Queens businesses with employees, we coordinate payroll entries and ensure wage expenses are accurately recorded. We also handle loan payments, rent expenses, and other recurring business obligations.
Our bookkeeping services include quarterly reviews to identify trends, catch errors early, and ensure your financial records support sound business decisions. We remain available for questions about transactions and help you understand your financial position through clear reports and explanations.
What's included
Comprehensive bookkeeping add on service
- Monthly bank statement reconciliations for all business accounts
- Transaction categorization and expense tracking using proper accounting codes
- Accounts receivable and payable management and aging reports
- Monthly financial statement preparation (profit and loss, balance sheet)
- Credit card reconciliation and expense documentation
- Payroll expense recording and tax liability tracking
- Inventory tracking and cost of goods sold calculations when applicable
- Loan payment recording and debt schedule maintenance
- Quarterly financial reviews and trend analysis
- Year-end bookkeeping close and audit preparation
- Training on record-keeping procedures for business owners and staff
- Coordination with tax preparers and external accountants
Common situations
Who benefits from bookkeeping add on
- Queens restaurant owners who need daily transaction tracking and inventory management for food costs
- Retail store owners in Queens who require point-of-sale integration and inventory reconciliation
- Professional service firms in Queens that need accurate time tracking and expense allocation
- E-commerce businesses in Queens dealing with multiple payment processors and shipping costs
- Construction contractors in Queens who need job costing and progress billing tracking
- Healthcare practices in Queens requiring patient billing and insurance payment reconciliation
Our process
How we handle your bookkeeping add on
Monthly transaction processing
We categorize and record all transactions from bank feeds, receipts, and invoices. We reconcile accounts and prepare monthly financial statements.
Financial reporting
We prepare monthly profit and loss statements, balance sheets, and cash flow reports with clear explanations of key metrics.
Quarterly review and planning
We review financial trends, identify areas for improvement, and provide recommendations for cash flow management and tax planning.
Year-end close
We ensure all transactions are recorded, accounts are reconciled, and records are audit-ready for tax preparation and external reviews.
Queens expertise
Local knowledge for Queens taxpayers
- We understand New York City and New York State business tax requirements for Queens companies
- We coordinate with Queens-based banks for efficient bank statement access and reconciliation
- We ensure compliance with New York State sales tax collection and remittance tracking
- We help Queens businesses prepare for NYC Department of Finance audits and examinations
- We coordinate with Queens-based accountants and tax professionals for seamless integration
- We understand local business regulations and ensure proper documentation for Queens-specific requirements
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Frequently asked questions
Answers for Queens, NY taxpayers
How often do you reconcile books for Queens businesses?
We perform monthly reconciliations for Queens businesses to ensure accounts are current and accurate. This allows business owners to make informed decisions and catch errors early in Queens, NY.
Do you work with my existing accounting software in Queens, NY?
Yes. We integrate with QuickBooks, Xero, Wave, FreshBooks, and other popular accounting platforms used by Queens businesses. We can also recommend the best software for your specific needs in Queens, NY.
Can you help with cash flow management for Queens businesses?
We prepare cash flow reports and provide insights into cash position trends for Queens businesses. We help identify cash flow patterns and recommend strategies to improve liquidity in Queens, NY.
How do you handle inventory tracking for Queens retailers?
We set up inventory accounts and track cost of goods sold for Queens retailers. We reconcile physical inventory counts, calculate gross margins, and ensure accurate reporting for tax purposes in Queens, NY.
Do you provide financial reports for banks or lenders in Queens, NY?
We prepare financial statements in formats required by banks and lenders for Queens businesses. We ensure reports meet standard accounting principles and support loan applications or renewals in Queens, NY.
Ready to get started with Queens tax preparation?
Connect with a CPA who understands Queens tax requirements. We prepare and file your returns with accuracy and care.