SERVICES WE OFFER
Cross Bookkeeping Service offers reliable bookkeeping and tax services tailored to your business. As a small business owner myself, I understand the unique challenges you face in keeping your finances organized while wearing many hats. That’s why I provide flexible, personalized support—from basic bookkeeping to advanced financial tracking and full 1040 tax preparation—designed to keep you on track and stress-free, all within a schedule that respects your time and mine.
Bookkeeping Services
Tax Services
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Basic Tax Preparation
Perfect for individuals or sole proprietors with simple tax situations, this service includes annual 1040 preparation and e-filing with standard income sources, credits, and deductions. It’s an efficient, affordable option to ensure accurate filing and peace of mind.
2
Intermediate Tax Preparation
Geared toward clients with multiple income streams, itemized deductions, or self-employment income, this service covers a more detailed 1040 return along with necessary schedules (C, E, SE, etc.). We’ll ensure every eligible deduction and credit is captured to optimize your refund or reduce your tax liability.
3
Advanced Tax Preparation
This premium level is suited for clients with complex tax situations, such as multiple businesses, investment income, or rental properties. It includes full 1040 preparation, year-round support, estimated tax payment planning (1040-ES), and proactive tax strategy to help you minimize surprises and stay compliant.
Additional Services
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Catch-up Bookkeeping
Fallen behind on your books? Our catch-up bookkeeping service is designed to help you get back on track—no judgment, just solutions. Whether you're months or even years behind, we’ll organize and reconcile your past financial records accurately and efficiently. We work closely with you to gather the necessary documents, clean up your books, and ensure everything is ready for tax filing, financial planning, and peace of mind. This service is ideal before tax season or when transitioning to ongoing bookkeeping support.
3
Inventory Support
Accurate inventory tracking is essential for maintaining healthy margins and understanding your true cost of goods sold. Our inventory support service helps ensure your records reflect what’s really on the shelves—or in your storage. We assist with setting up and maintaining inventory systems, reconciling inventory counts, and aligning your books with physical inventory. Whether you're managing a few SKUs or a full product catalog, we provide the clarity you need to make smart purchasing and pricing decisions.
2
Tax Planning Consultation
Our tax planning consultation service is designed to help you make smarter financial decisions throughout the year—not just at tax time. Whether you're a sole proprietor, freelancer, or small business owner, we’ll review your income, deductions, and financial goals to identify strategies that can reduce your tax liability and avoid surprises come filing season. From estimated tax payments to retirement contributions and business expense planning, this one-on-one session provides personalized guidance to help you keep more of what you earn.
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Payroll Support
Our payroll support service ensures your payroll records are accurate, organized, and aligned with your bookkeeping. Whether you manage payroll in-house or through an outsourced provider, we assist by reconciling payroll reports, recording payroll entries properly in your books, and ensuring compliance with tax filings and reporting. Our goal is to support your payroll process with clean, consistent financial records—so everything adds up at year-end and during tax time.
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Basic Bookkeeping Services
Ideal for solopreneurs and small businesses with minimal monthly transactions, this service includes essential tasks such as income and expense tracking, bank and credit card reconciliations, and monthly or quarterly financial summaries. It's a streamlined, no-fuss solution to keep your records accurate and ready for tax season.
2
Intermediate Bookkeeping Services
Designed for growing businesses with more complex needs, intermediate bookkeeping includes all basic services plus detailed categorization of transactions, accounts receivable/payable tracking, and monthly financial reports. This service helps you stay on top of your cash flow and make informed financial decisions.
3
Advanced Bookkeeping Services
Our most comprehensive service is tailored for established businesses requiring full-cycle bookkeeping. It includes everything in the intermediate package, along with customized reporting, budgeting support, inventory or payroll tracking (as applicable), and close collaboration to ensure your books are tax-ready year-round.