Welcome to Bee Wise Tax & More

Bookkeeping Services

Do you need help balancing your financial records?

We have a certified CPA in house ready to help you with your needs. Our services include, but are not limited to, the following:
  1. Record financial transactions.
  2. Reconcile bank accounts.
  3. Manage bank feeds.
  4. Handle Accounts receivable.
  5. Work with our internal tax preparers to assist with tax compliance.
  6. Prepare financial statements.
  7. Process Payroll and limited human resource functions.
  8. Manage bank feeds to reconcile expenses.

How does it work?

We engage on a Service Level Agreeemnt (SLA) clearly delineating the requirements, payments, and agreed upon timeframe. Our services are guaranteed.

What type of output can you expect?

The output for bookkeeping services include, but are not limited to, the following:
  1. Montly Financial Statements.
  2. Yearly Summary of Profit and Loss Statement.
  3. Bank Accounts Montly Reconciliation.

What's required?

In order for us to be successful, you will be required to provide ALL necessary documentation in a timely manner. This includes receipts, invoices, payments, bank statements, etc.