Every business is an adventure.
We’re here to help you navigate it.
At Beyond Your Books, we believe that financial clarity is the foundation of smart decision-making and sustainable growth. Our services are designed to simplify your numbers, streamline your processes, and support your success—whether you're just starting out or scaling up. With personalized training, expert guidance, and a partnership-first approach, we help you take control of your finances so you can focus on what you do best.
Bookkeeping
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$200
Starting a new business? We’ll help you lay a solid financial foundation with our New Company Setup service. From day one, your books will be organized, accurate, and ready to grow with you.
This service includes:
QuickBooks Online Setup – We’ll create and configure your QuickBooks Online account tailored to your business structure and industry. (QuickBooks fees not included)
Chart of Accounts Customization – We build a chart of accounts that fits your operations, making future bookkeeping and reporting seamless.
Initial Settings Configuration – We set up your preferences, tax settings, fiscal year, and other key details to ensure everything runs smoothly from the start.
Bank & Payment Integration – We connect your bank accounts, credit cards, and payment processors for real-time transaction syncing.
Document Upload Setup – We’ll show you how to securely upload receipts and documents for easy recordkeeping.
Email Support – Have questions as you get started? We’re here to help with responsive email support.
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Starts at $75 a Month
Available in both monthly & quarterly packages.
Stay on top of your business finances with our comprehensive Maintenance Bookkeeping service. Designed to keep your books accurate, organized, and up to date.
This service includes:
Transaction Categorization – We accurately categorize all your business transactions to ensure your financial data is clean and meaningful.
Custom Rule Setup – Streamline your bookkeeping with tailored automation rules that save time and reduce errors.
Account Reconciliation – We reconcile your bank and credit card accounts monthly to ensure your records match your statements.
Financial Reporting – Receive two essential financial reports of your choice each period.
Document Management – We upload and organize any backup documents you provide, keeping your records audit-ready.
Collaboration with your Tax Professional – We coordinate directly with your tax professional to ensure seamless communication and year-end readiness.
Email Support – Have questions? Our team is just an email away to provide timely and knowledgeable support.
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Pricing Varies
Need to get your books back on track? Our Book Catch-Up service is perfect for businesses that have fallen behind or need to correct past bookkeeping errors. Whether you're preparing for tax season, applying for a loan, or just want a fresh financial start, we’ll bring clarity and order to your records.
This service includes:
Transaction Review & Re-Categorization – We go through your past transactions to ensure everything is accurately categorized and aligned with your business needs.
Account Reconciliation – We reconcile all relevant accounts to ensure your books match your bank and credit card statements.
Error Correction – We identify and fix bookkeeping mistakes, duplicate entries, and misclassifications.
Historical Clean-Up – Whether it’s a few months or a few years, we’ll clean up your books for the period you specify.
Document Organization – We upload and organize any supporting documents you provide for easy reference and audit readiness.
Financial Reporting – Once clean-up is complete, we provide clear, accurate financial reports so you can move forward with confidence.
Tax-Ready Books – We’ll ensure your books are ready for tax filing or financial review, and we’ll coordinate with your tax professional if needed.
Office Services
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Starts at $100 a Month
Keep your cash flow healthy with our Accounts Receivable support. We manage invoicing, track outstanding payments, follow up with clients, and ensure timely collections—so you get paid faster and with less hassle.
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Starts at $75 a Month
Simplify your vendor payments with our Accounts Payable support. We handle bill entry, track due dates, and ensure timely, accurate payments—helping you maintain strong vendor relationships and avoid late fees.
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First 1099 $100, $15-$25 each additional
Stay compliant and stress-free during tax season with our 1099 preparation and filing services. We handle everything from collecting contractor information to accurately preparing and electronically filing your 1099 forms with the IRS. Whether you have a few contractors or many, we ensure timely and error-free submissions so you can focus on running your business.
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$50 a Filing
Stay compliant and avoid penalties with our State Tax Filing Services. We handle the preparation and submission of required state tax forms, ensuring your business meets all filing deadlines and requirements with accuracy and ease.
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$50
An Employer Identification Number (EIN) is essential for opening business bank accounts, hiring employees, and filing taxes. We simplify the process by preparing and submitting your EIN application directly with the IRS, ensuring accuracy and timely delivery. Whether you're a new business or restructuring, we help you obtain your EIN efficiently so you can move forward with confidence and compliance.
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$75
Establish your business with confidence and legal clarity. Our LLC Formation service includes preparing and filing the necessary documentation with your state, ensuring compliance with local regulations, and guiding you through the process from start to finish. Whether you're forming a single-member or multi-member LLC, we help you lay a solid foundation for your business structure, liability protection, and operational flexibility.
Please note: State registration fees vary and are billed separately based on your business location.