Clean books every month — ready for tax season, no scramble.
Monthly bookkeeping, reconciliation, invoicing, bill pay and sales-tax tracking in QuickBooks or Xero — with clear reports and a year-end package your CPA can file from.
Everything to keep your numbers accurate and decision-ready.
Every transaction coded to a clean chart of accounts, month after month.
Bank and credit-card accounts reconciled so your books match reality.
Send invoices and track receivables so you get paid on time.
Track and schedule payables so nothing slips and vendors stay happy.
Sales tax collected tracked by state, with filing summaries prepared.
Profit & loss, balance sheet and cash-flow snapshots each month.
We keep the books; your CPA files with confidence.
Reconciled books and financials organized for a smooth tax return.
We answer your CPA's questions and provide the reports they need.
Payroll records tie neatly into your books when we run both.
Your financial data is shared only with people you authorize.
This is general information, not tax or accounting advice. She Assist provides bookkeeping and back-office support and is not a CPA firm; we do not prepare or file income-tax returns. Work with a licensed CPA or tax professional for tax preparation, planning and advice.
We categorize your transactions, reconcile your bank and credit-card accounts, keep accounts payable and receivable current, and deliver monthly financial reports — a profit & loss statement and balance sheet — in QuickBooks or Xero.
We work primarily in QuickBooks Online and Xero. If you already use one of these, we can pick up your existing file; if you're starting fresh, we'll help you set it up with a clean chart of accounts.
We keep your books accurate and prepare a clean year-end package, but we are not a CPA firm and do not file income-tax returns. We hand off to your CPA or tax preparer, or can coordinate with one you choose.
Yes. We track sales tax collected across the states where you sell and prepare filing summaries. Because sales-tax rules and nexus vary by state and change over time, we confirm the specifics with you and, where needed, your CPA.
Behind on the books or dreading tax season? We'll get you caught up and current.
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