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Services

A woman working in a pottery studio.
A smiling woman standing in the entrance of a business.
A woman practicing physical therapy on a patient.
A woman standing behind the counter of a café.

Bookkeeping for every type of small business!

Stellar Ledger LLC offers a wide range of bookkeeping services!  From physical therapists to cafés and more, we strive to provide the highest quality bookkeeping for your small business.  You can rest assured that your business’s financials are in good hands.

Services with a star ✦ are highly recommended for regular bookkeeping work!  Please see our services below:

General Ledger Maintenance ✦

We review and categorize all transactions to and from your accounts as well as make journal entries when necessary.  We also maintain your chart of accounts!

Why we recommend it: This is the foundation of proper bookkeeping.  Keeping up with categorizing your transactions is the best way to get a good idea about how your business is doing.

We prepare your balance sheet, profit & loss, and cash flow statements for your review.  We can also prepare any custom statements for you!  Please note that a review of accounts is required for this service.

Why we recommend it: We deliver finished reports straight to your inbox, so no need to fetch them yourself!

We catch up and/or clean up your books through the year to date.  We can go as far back as you would like!

We prepare and submit your sales tax return to the applicable authorities.

We convert your books over to a new accounting software for you!  We prefer to work in QuickBooks Online, but we can convert to other software as well.

Reconciliations ✦

We reconcile your bank, credit card, and loan accounts with your statements on a monthly basis.

Why we recommend it: Reconciling your accounts regularly ensures that they match your official statements and no errors are being made.

We break down and record your daily sales transactions from your POS or other systems into your accounting software for accurate financial tracking.

We record and track vendor bills, issue payments with your approval, and maintain vendor records in your accounting software.

We collect and maintain W-9 forms from your vendors and contractors.

We set up your books completely fresh on an accounting software of your choice.  We prefer to work in QuickBooks Online, but we can get you set up with other software as well.

Review of Accounts ✦

We review your financial records on a regular basis to keep them accurate and consistent.  We’ll make small adjustments as needed and send you any questions or concerns we may have for the period.

Why we recommend it: Reviewing your financials periodically allows us to get a big-picture view of all the little details we take care of.  We want to make sure everything fits together nicely and looks clean on your reports.

We create and send invoices to clients, record payments, and monitor outstanding balances.

We prepare and submit annual 1099/1096 forms to the IRS.  Please note that W-9 vendor tracking is required for this service.

We consolidate year-end financial statements with supporting documents to present to your tax accountant.  Please note that we do not prepare and file taxes for our clients beyond sales tax filings.

Why we recommend it: This is our favorite service to provide!  Let us worry about what your tax accountant needs at year-end to file your taxes for you.  We’ll ask you throughout the year for supporting documents so tax season is a breeze.  Our tax package makes your CPA’s work so much easier during the busiest time of the year.

Don’t see a service you need?  Talk to us about it!  We try our best to be flexible, but some things can be outside of our scope of work.  However, it never hurts to ask!