Comprehensive Bookkeeping Solutions for Your Business Growth

1. Recording financial transactions
2. Categorizing transactions
3. Bank reconciliation
4. Credit card reconciliation
5. Accounts payable (AP) management
6. Accounts receivable (AR) management
7. Invoicing clients and tracking payments
8. Recording bills and scheduling payments
9. Journal entries
10. General ledger maintenance
11. Petty cash tracking
12. Loan and liability tracking

Busy entrepreneurs who need reliable, daily financial management without the hassle.

We meticulously handle your daily financial pulse – recording every transaction, categorizing with precision, and ensuring your bank and credit card accounts are perfectly reconciled. Think of it as building your financial bedrock, sturdy and stable. We take care of the essentials like accounts payable (AP) management, accounts receivable (AR) management, invoicing clients and tracking payments, recording bills and scheduling payments, payroll processing and recording, journal entries, general ledger maintenance, petty cash tracking, and loan and liability tracking.

This means no more late nights stressing over receipts or worrying about missed details. You get accurate, up-to-date records, setting a strong, reliable foundation for every single financial decision you make.

1. Monthly financial statement preparation (Profit & Loss, Balance Sheet, Cash Flow)
2. Trial balance preparation
3. Fixed asset register updates
4. Depreciation/amortization entries
5. Prepaid expense amortization
6. Accruals and adjusting entries
7. Reclassification entries
8. Inventory tracking (basic)

Business owners who need regular, clear performance snapshots and a perfectly tidy financial close.

Each month, we dive deep to prepare your essential financial statements – Profit & Loss, Balance Sheet, and Cash Flow. We handle everything from trial balance preparation and fixed asset register updates to depreciation/amortization entries, prepaid expense amortization, accruals and adjusting entries, reclassification entries, and even basic inventory tracking. Our goal is to ensure your books are clean and ready for review.

These aren't just reports; they're your business's vital signs. You'll gain a crystal-clear understanding of your performance, allowing you to react quickly, plan strategically, and feel confident about your financial standing.

1. Cash flow tracking
2. Budget vs. actual reports
3. Accounts aging reports (AR/AP)
4. Custom reports for business owners
5. Job/project costing (basic level)
6. Break-even analysis (basic)

Forward-thinking leaders eager to deeply understand their money's movement and unlock hidden potential.

We go beyond standard financial reporting to deliver actionable insights that help you make faster, smarter business decisions. Our custom analysis focuses on what truly matters—cash flow trends, budget vs. actual performance, and aging reports for accounts receivable and payable. These insights save you time by cutting through the noise and highlighting the financial data that drives results. We also do the job/project costing and break-even analysis for you, so you can confidently evaluate profitability, control costs, and plan for growth with clarity.

This means turning raw data into powerful knowledge. You'll identify trends, spot opportunities, and make proactive decisions to boost profitability and efficiency, truly guiding your business with data.

• Federal Income Tax Filing (E-file or Paper, where applicable)

• Tax Planning to reduce liability and support long-term growth

• Sales Tax Tracking and Filing Support

• 1099 Contractor Tracking and Year-End Reporting

• Preparation of Tax-Ready Financial Statements

• Estimated Tax Tracking and Categorization

• Year-End Closing and Compliance Review

We serve small businesses, sole proprietors, independent contractors, and LLCs looking for reliable, accurate, and proactive tax support. Whether you need year-round guidance or help at filing time, we’re here to make it easier.

We simplify tax season by preparing detailed, organized financials that are ready for filing—either through us or your CPA. Our team tracks key deadlines, manages tax documentation, and ensures every deduction and compliance detail is handled correctly. We also provide strategic tax planning throughout the year to help you minimize surprises and keep more of what you earn.

Timely, accurate tax services protect your business from costly errors and missed opportunities. With Fortune Bookkeeping, you’ll experience less stress, better planning, and the confidence that your taxes are done right—every time.

1. Basic cash flow forecasting
2. Spending analysis and recommendations
3. Identification of unusual transactions or fraud indicators
4. Helping identify cost-saving opportunities
5. Support in budgeting

Business owners seeking light, actionable financial guidance to make smarter everyday decisions.

We offer accessible insights like basic cash flow forecasting and spending analysis with recommendations. We can also help with the identification of unusual transactions or fraud indicators, provide support in budgeting, and help identify cost-saving opportunities within your operations.

This is about proactive insights. You get an experienced eye reviewing your finances, helping you anticipate challenges and seize opportunities before they fully emerge, keeping you ahead of the curve.

1. Job costing for contractors
2. Class/Location tracking for franchises
3. Royalty tracking (e.g., authors, musicians)
4. Tip and gratuity accounting (e.g., restaurants)
5. Donor fund tracking (non-profits)

Businesses with unique accounting needs specific to their sector (e.g., contractors, non-profits, restaurants).

We understand that different industries have unique financial rhythms. We offer specialized services such as job costing for contractors, class/location tracking for franchises, royalty tracking (e.g., authors, musicians), tip and gratuity accounting (e.g., restaurants), and donor fund tracking (non-profits).

You get a bookkeeper who "speaks your industry's language," ensuring your specific accounting needs are met with precision and understanding, going beyond generic solutions to provide truly relevant financial support.

1. QuickBooks/Xero setup and chart of accounts
2. Migration from one accounting system to another
3. Accounting software training for clients
4. App integrations (e.g., Gusto, Dext, Hubdoc, Bill.com)
5. Bank feed setup and troubleshooting

Businesses looking to optimize their accounting technology and streamline their financial workflow.

Whether it's QuickBooks/Xero setup and chart of accounts, migration from one accounting system to another, or accounting software training for your team, we ensure your accounting software is running seamlessly and efficiently. We also manage app integrations and bank feed setup and troubleshooting.

No more tech frustration. You get a streamlined system that saves you time, reduces errors, and gives you real-time access to your financial data, empowering better decisions.

1. Support during internal or external audits
2. Providing documentation and reconciliation for lenders/CPAs
3. Maintaining audit trails

Businesses needing confidence and thorough documentation for internal or external reviews.

We stand by you during internal or external audits, providing all necessary documentation and reconciliation for lenders or CPAs. Our meticulous processes ensure we are constantly maintaining audit trails that can withstand scrutiny.

Peace of mind. You'll have the confidence that your records are robust, accurate, and ready to withstand any examination, protecting your business's integrity and reputation.

• Process payroll for employees and contractors

• Calculate wages, taxes, and deductions accurately

• Manage direct deposits and payroll check processing

• Prepare and file payroll tax forms (941, 940, state filings)

• Track employee benefits, PTO, and deductions

• File year-end W-2s and 1099s

• Maintain payroll records and reports for compliance

We support small to mid-sized businesses, startups, contractors, and multi-member LLCs—any organization looking for dependable payroll processing without the administrative burden. Whether you have a few employees or a growing team, we tailor our payroll services to fit your needs.

We take over your payroll responsibilities from start to finish, using secure systems to process payments, calculate taxes, and stay up to date with federal and state regulations. We handle all filings, keep payroll records organized, and make sure your payroll is integrated smoothly into your bookkeeping—saving you hours of manual work each pay period.

Payroll errors can lead to unhappy employees, penalties, and compliance issues. With our payroll management services, you’ll eliminate guesswork, reduce risk, and ensure your team gets paid correctly and on time—every time. It's peace of mind for you, and consistency for your employees.

• Assist with selecting the right entity type (LLC, S Corp, C Corp, Sole Proprietor)

• File formation documents with the state

• Obtain EIN (Employer Identification Number)

• Help register for state/local taxes and licenses

• Set up business bank account and accounting systems

• Provide initial bookkeeping and tax planning guidance

We work with aspiring entrepreneurs, independent contractors, startups, and small business owners ready to formalize their operations. Whether you’re launching your first business or restructuring an existing one, we’ll help you take the right steps.

We handle the paperwork and legal formalities so you can focus on building your brand. Our experts advise on the most tax-efficient structure based on your goals, file all required documentation, and ensure you’re properly registered with federal and state authorities.

The foundation of your business impacts everything—your taxes, legal protection, and future growth. With our guidance, you’ll avoid costly mistakes, stay compliant, and start off on solid ground.

• Track and file annual reports and state renewals

• Maintain business licenses and registrations

• Monitor compliance calendars and filing deadlines

• Prepare and submit required business filings (e.g., BOI reporting, franchise taxes)

• Support with IRS or state notices and audits

• Provide document retention and reporting guidance

We serve small businesses, LLCs, corporations, and independent contractors that want to ensure ongoing compliance without missing key deadlines or risking penalties.

Our team actively monitors due dates, prepares filings, and manages communication with tax and regulatory agencies on your behalf. We also offer reminders and documentation support so nothing slips through the cracks.

Missing a filing or renewal can lead to fees, legal issues, or even loss of good standing. Our compliance services protect your business from these risks, giving you peace of mind and allowing you to focus on operations, not paperwork.