We take care of your financials
Reconcile every income and expense from your banks, credit cards and other financial accounts.
Classify every expense correctly according to your profession and business entity.
Live Financial Reports
Your profit & loss, balance sheet and year-to-date comparison are available at anytime.
Many self-employed are better off on a payroll. If applicable, we will take care of it, including all payments, deductions and filings.
We keep your business tax compliant
Submitted to the IRS and mailed to each of your vendors and service providers.
Business Tax Filing
City/state tax and federal business tax (Schedule C, 1065, 1120S and K-1) are prepared and submitted.
Avoid last minute crunching.
All your statements and forms, (including K-1) are ready for your own personal tax return.
How much does BalanceMonkey cost?
|Tax & Beyond
|Personal Account Manager|
|Receipt Storage (HubDoc)|
|Real-Time Transaction Processing|
|1099 Tracking & Distribution|
|Excise Tax Filing|
|1065 or 1120S business filing|
|Retirement Planning Assistance|
|Health Insurance Management|