Monthly Bookkeeping
● Recording and categorizing all financial transactions
● Reconciling bank and credit card accounts
● Generating monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)
● Calculating, filing, and remitting sales tax
● Managing accounts payable (bills and payments)
● Managing accounts receivable (invoices and payments)
We Also Offer
Processing payroll (calculating wages, deductions, taxes) Preparing and filing payroll tax returns Making payroll tax payments
Coastal Trust Bookkeeping is a certified QuickBooks Pro Advisor, with deep expertise in small business bookkeeping challenges and best practices.