Categories
Financial & Insurance Services
Hours:
Business days - 8AM-5PM
Weekend - Closed
About Us
At Tad Bookkeeping, we specialize in streamlining financial processes, ensuring accurate reporting, and helping business owners focus on what they do best—running their businesses.
At Tad Bookkeeping, we offer a full suite of bookkeeping and financial services, including:
-Accounting Setup & Software Integration – Setting up QuickBooks, Xero and other accounting platforms for efficient financial management
-Catch-Up & Cleanup Bookkeeping – Fixing and organizing past financial records to ensure accuracy
-Bookkeeping & Accounting – Accurate financial record-keeping, categorization, and reconciliation
-Accounts Payable & Receivable Management – Ensuring timely payments and tracking outstanding invoices (Cash or Accrual)
-Bank & Credit Card Reconciliation – Keeping financial accounts balanced and error-free
-Financial Reporting – Providing profit & loss statements, balance sheets, and cash flow analysis
-Payroll Processing – Managing payroll, tax withholdings, and employee payments
-Sales Tax Filing & Compliance – Handling sales tax calculations and filings via partnered CPA
-1099 Preparation & Contractor Payments – Ensuring proper compliance for independent contractors
-Budgeting & Forecasting – Helping businesses plan and manage cash flow effectively
-Tax Preparation & Support – Preparing and filing business taxes via CPA to stay compliant and avoid penalties