Monthly bookkeeping
Transaction categorization, receipt matching and a consistent chart of accounts.
Overview
How we help
Clean books do more than make tax time easier. They show you which parts of your business make money, keep deductions documented, and give lenders and investors the statements they ask for. We keep your accounts categorized and reconciled every month, so you have real numbers when you need to make a decision.
For businesses with employees, we run payroll on schedule, keep up with payroll tax deposits and filings, and prepare year-end W-2s and 1099s. When it’s time to file, your books are already in shape for our tax team.
Key Benefits
- Accurate and timely financial reporting
- Seamless payroll processing
- Simplified year-end tax filing
- Real-time visibility into financial health
What’s Included
Everything that’s included
Bank and card reconciliations
Every account reconciled monthly, so balances match your statements.
Financial statements
Monthly or quarterly profit and loss statements, balance sheets and cash flow reports.
Payroll processing
Paychecks, direct deposit, withholding and payroll tax deposits on schedule.
Year-end forms
W-2s for employees, and W-9 collection and 1099-NEC filing for contractors.
Catch-up and clean-up
Behind on your books? We reconstruct and reconcile past months.
Who It’s For
Is this right for you?
- Owners spending evenings on spreadsheets instead of the business
- Growing businesses that just hired their first employees
- Companies paying contractors who need 1099s
- Businesses applying for loans or lines of credit
- Anyone whose books are months behind
- Owners who want monthly numbers they can trust
How It Works
Four simple steps
- 1Onboarding callWe learn your business, accounts and current tools.
- 2Connect and clean upWe connect your accounts and fix any backlog.
- 3Monthly closeWe reconcile, categorize and deliver your reports each month.
- 4Year-end readyYour books go straight to tax preparation, with no scramble.
FAQ
Common questions
Something else on your mind? Call (877) 658-7038 or email support@stellartaxgroup.com.
Do I need to use specific software?
We work with common small-business accounting platforms and can recommend one if you’re starting fresh.
How often will I get reports?
Most clients get monthly reports after each month is reconciled. Quarterly is available for smaller businesses.
Can you catch up books that are a year or more behind?
Yes. Catch-up bookkeeping is common. We reconcile past periods first, then move you to a monthly schedule.
Do you handle payroll tax filings?
Payroll service includes calculating withholding and keeping deposits and filings on schedule. We confirm the exact scope for your state at onboarding.
Will this make tax season easier?
Yes, that’s the point. Reconciled books with documented expenses mean faster, more accurate returns and fewer questions if the IRS ever asks.
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