Self-Employed and 1099
Schedule C support for freelancers across Brooklyn creative, tech, and professional services.
Bookkeeping Add-On
Bookkeeping designed for Brooklyn tax clients
Stay audit ready with clean books, reconciled accounts, and dashboards that empower decisions.
- Dedicated bookkeeper and CPA review
- Custom dashboards for cash flow and profitability
- Process documentation to support staff transitions
What you get
- Monthly bank, credit card, and payment processor reconciliation
- Transaction categorization and coding according to your chart of accounts
- Monthly financial statement preparation including P&L and balance sheet
- Custom dashboard creation showing key performance indicators
- Variance analysis comparing actual results to budgets or prior periods
- +9 more included items
Simple process
1Initial setup and chart of accounts
2Monthly transaction processing
3Financial statement preparation
+4 more steps
Brooklyn-based CPA
Secure document exchange, same-day acknowledgement, and direct access to your tax preparer.
Comprehensive tax preparation for Brooklyn residents
We reconcile bank, credit card, and payment processor accounts every month with clear variance notes. Our bookkeepers review all transactions and ensure they're properly categorized. We reconcile bank statements, credit card statements, and payment processor accounts monthly. We identify and resolve discrepancies promptly and provide clear explanations of all adjustments. We also coordinate with your tax preparation to ensure bookkeeping aligns with tax reporting requirements.
Management reports highlight key metrics such as gross margin, contractor spend, and cash runway. We prepare monthly financial statements including profit and loss statements, balance sheets, and cash flow statements. We create custom dashboards showing key performance indicators tailored to your business. We provide variance analysis comparing actual results to budgets or prior periods. We also coordinate with your tax planning to ensure financial visibility supports tax optimization.
Books are tax ready so quarterly planning and year-end compliance move quickly. We maintain books throughout the year with proper categorization and documentation. We ensure all transactions are properly classified and all accounts are reconciled. We coordinate with tax preparation to ensure bookkeeping data feeds directly into tax returns. We also prepare year-end close schedules and coordinate with tax preparation for efficient filing.
We provide dedicated bookkeeper support with CPA oversight to ensure accuracy and compliance. Each client has a dedicated bookkeeper who learns your business and maintains your books consistently. A CPA reviews the work monthly to ensure accuracy and compliance. We also provide ongoing support and answer questions throughout the month.
What's included
- Monthly bank, credit card, and payment processor reconciliation
- Transaction categorization and coding according to your chart of accounts
- Monthly financial statement preparation including P&L and balance sheet
- Custom dashboard creation showing key performance indicators
- Variance analysis comparing actual results to budgets or prior periods
- Accounts payable and receivable tracking and management
- Payroll coordination and expense tracking
- Fixed asset tracking and depreciation coordination
- Year-end close schedules and coordination with tax preparation
- Dedicated bookkeeper support with monthly CPA review
- Secure document storage and transaction archive
- Ongoing support and question answering throughout the month
- Process documentation and workflow creation
- Integration with tax preparation for seamless filing
Typical scenarios we handle
- Brooklyn businesses who need monthly bookkeeping to stay organized and tax-ready
- S-Corps and partnerships who need accurate books for K-1 preparation
- Freelancers and self-employed individuals who need expense tracking for Schedule C
- Brooklyn startups who need financial visibility and cash flow management
- Businesses expanding operations who need scalable bookkeeping support
- Companies who need bookkeeping to support tax planning and optimization
- Brooklyn businesses who need reconciliation and financial reporting
- Businesses transitioning from DIY bookkeeping who need professional support
- Companies who need bookkeeping integration with tax preparation
- Brooklyn businesses who need financial dashboards and key metric tracking
How we prepare your return
1
Initial setup and chart of accounts
We review your business structure and set up a chart of accounts tailored to your needs. We integrate with your accounting software and establish workflows.
2
Monthly transaction processing
We process all transactions monthly, categorizing them according to your chart of accounts. We reconcile all accounts and resolve discrepancies.
3
Financial statement preparation
We prepare monthly financial statements including P&L and balance sheet. We create custom dashboards showing key performance indicators.
4
CPA review and oversight
A CPA reviews the monthly work to ensure accuracy and compliance. We provide feedback and make adjustments as needed.
5
Tax coordination
We coordinate with tax preparation to ensure bookkeeping data feeds directly into tax returns. We prepare year-end close schedules and coordinate tax filing.
6
Ongoing support
We provide ongoing support throughout the month, answering questions and providing guidance. We also coordinate with your team on bookkeeping questions.
7
Year-end coordination
We prepare year-end close schedules and coordinate with tax preparation. We ensure all accounts are reconciled and all transactions are properly classified.
Brooklyn and New York City considerations
- We ensure New York City business tax compliance for Brooklyn businesses
- We coordinate NYC Department of Finance reporting when applicable
- We understand Brooklyn-specific business expenses and ensure proper categorization
- We coordinate with Brooklyn-based vendors and service providers
- We handle New York State sales tax tracking and reporting coordination
- We coordinate NYC nexus analysis for bookkeeping purposes
- We ensure compliance with New York State and NYC bookkeeping requirements
Frequently asked questions
Which accounting platforms do you support?
We support QuickBooks Online, Xero, and cash basis spreadsheets for smaller engagements. We can also work with other platforms depending on your needs.
Do you provide bill pay or invoicing?
We can coordinate with third-party apps for bill pay and invoicing when scope aligns with your controls. We focus on bookkeeping and reconciliation, but can coordinate with other systems.
How often will we meet?
Most clients schedule monthly or quarterly review calls to stay aligned on trends and adjustments. We're also available throughout the month for questions and support.
How do you ensure accuracy?
We reconcile all accounts monthly and have a CPA review the work. We identify and resolve discrepancies promptly and provide clear explanations of all adjustments.
Can you integrate with my tax preparation?
Yes. We coordinate with tax preparation to ensure bookkeeping data feeds directly into tax returns. We prepare year-end close schedules and coordinate tax filing.
What if I need to make adjustments?
We can make adjustments throughout the month and coordinate with tax preparation. We provide clear explanations of all adjustments and ensure they're properly documented.
How do you handle payroll?
We coordinate with payroll providers to ensure payroll expenses are properly tracked and categorized. We reconcile payroll reports and ensure accurate expense reporting.
Can you help with financial planning?
We provide financial visibility through dashboards and reports. We coordinate with tax planning to ensure financial data supports tax optimization strategies.
Schedule a consultation
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