If your business does not currently have accounting staff or is outgrowing its current system, we can provide comprehensive bookkeeping and write-up services to ensure smooth financial operation. As your business needs evolve, we offer input and planning assistance so that your accounting keeps pace with your business needs.

Effective tax preparation helps to minimize tax liabilities. We can help you proactively manage both your personal and your business tax, with a focus on available opportunities that may help you save at tax time. By having DoneWell on your team, you will gain a comprehensive knowledge of the latest federal, state and local tax legislation and the many unexplored ways in which your business can reduce its tax liabilities. 

Financial statements are an important tool for management decision making. They also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements. 

Reconciliation is the process of comparing transactions and activity to supporting documentation. It further involves resolving any discrepancies that may have been discovered during the process.

The Schedule C: Profit or Loss From Business (Sole Proprietorship) is used to report how much money you have made or lost in a business operated by yourself.

Includes: 

• Up to 100 transactions per month

• Monthly financial statements (Profit & Loss, Balance Sheet)

• Bank reconciliation

• Expense tracking and categorization

• Email support

Includes:

• • Up to 250 transactions per month

  • All services included in the Basic Plan

  • Accounts receivable and payable management

  • Quarterly financial review meetings

  • Budgeting assistance

  • Priority email and phone support

Includes: 

• Up to 500 transactions per month

• All services included in the Standard Plan

• Payroll processing for up to 10 employees

• Inventory management

• Detailed cash flow analysis

• Monthly financial review meetings

• Dedicated bookkeeper