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Services

Together, we will Customize Monthly Service Delivery according to YOUR NEEDS.
True Account Books is AFFORDABLE with a focus on Small to Mid-sized Businesses and Organizations.
Monthly Service can include:
  • Monthly Bookkeeping and Financial Statements
  • Advanced Reports
  • A/R Accounts Receivables
  • Invoices / Record Sales
  • A/P Accounts Payable
  • Record Bills / Bill Pay
  • Payroll
  • Contractors / 1099 Tracking
  • Inventory
  • Sales Tax
  • Projects
  • Multiple Locations? No problem!
Stand Alone:
  • Set Up
  • Training
  • Clean Up
  • Catch Up
Let's Do a Free Consultation today

Year-End Tasks

Each Month, we Close the Books post-reconciliation of All of the Balance Sheet Accounts and final Review of the Balance Sheet and the Profit and Loss (aka P&L or Income Statement). In general, You Stay Ready for your annual Tax Preparation.

Inventory requires Your Business to do, at minimum, an Annual Physical Inventory Count, which your Tax Preparer will want completed prior to doing their work. Anytime a Physical Inventory Count is done (monthly, quarterly, bi-annual, annual), we send you the Inventory Report, You send back the Actual Counts, and True Accounts Books will make the appropriate adjustments in the system for you.

eFile Your 1099's ***Depending on your QBO Plan capabilities, we are also able to provide the service to efile all of your 1099's.

True Account Books does NOT provide Year-End Tax preparation and filing, although we will have Your Books & Reports in order, and will send your Tax Preparer anything they need, no problem! We're all in it together.
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SUCCESS!!

“Accounting is not just numbers, but a solution to all business problems.”
  — Anuj Jasani, founder of BudgetOK


"Making good judgments when one has complete data, facts, and knowledge is not leadership - it's bookkeeping." — Dee Hock, founder and CEO of VISA Credit Card Association


“Accounting is the cornerstone of the business world.”
  — Tiffany Johnson, Director MicroSoft Startups


“Financial management is at the heart of any business. It is one area that can help drive it forward.”  — Richard McMunn, creator of 'How2become.'



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919 Pamlico Dr, Cary, NC 27511
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