Bookkeeping
Keep transactions categorized, accounts reconciled, and your business records organized throughout the year.
SERVICES
QuickBooks bookkeeping services
for Oklahoma businesses and clients across America.
From monthly bookkeeping to catch-up and cleanup, I help you keep your records current and understand your numbers. You work directly with me, wherever you’re located.
Bookkeeping catch-up
Bring neglected months up to date with recorded transactions and reconciled accounts.
Bookkeeping cleanup
Correct errors, duplicate entries, and reconciliation problems in existing books.
Financial reporting
Understand your income, expenses, and profit with accurate reports that support better business decisions.
QuickBooks setup
Start with accounts and a bookkeeping workflow designed around the way your business operates.
1099 filing
Get help organizing contractor payment records and preparing and filing 1099 forms.
Self-employed bookkeeping
I help you organize income, business expenses, receipts, and owner draws so your records stay clear and ready for your tax professional.
Owner-operated S corporation bookkeeping
I keep payroll, shareholder distributions, and business expenses clearly recorded and reconciled, working with your CPA’s guidance on tax treatment.
Accountable plan support
I help track expense reports, receipts, and reimbursements under an accountable plan established with your tax professional.
Payroll integration
I connect QuickBooks Online with your payroll provider and make sure wages, payroll taxes, deductions, and payroll payments are recorded accurately and reconciled in your books.
QuickBooks
POS & payment integration
I help connect your point-of-sale and payment systems with QuickBooks Online, then record and reconcile sales, refunds, processing fees, and bank deposits so your books reflect what you actually earned.
Popular systems include Square, Clover, Shopify POS, Stripe, and PayPal. I’ll review your setup and choose the right connection for your business.
QuickBooks
Square
PayPal1099 Contractor Tax-Planning Support
Explore S-corporation considerations and prepare clear financial records so your CPA can evaluate potential tax savings.
Explore potential tax savings of up to $10,000 per year.
I help eligible 1099 contractors explore potential tax savings of up to $10,000 per year through S-corporation planning, owner payroll, and accountable-plan reimbursements, working with your CPA to evaluate and implement suitable strategies.
Actual savings vary based on net business profit, reasonable owner compensation, existing deductions, and implementation costs.
Let’s talk about your business.
I’ll review your needs and help you find the right level of bookkeeping support.
Book a Call with Samuel ↗