Service Description

At WDF, our Bookkeeping & Accounting services are designed to simplify your finances, keep you compliant, and free up your time to focus on growing your business. Whether you're a small business owner, solopreneur, or investor, we deliver accurate, timely, and insight-driven financials to support confident decision-making. 🔹What’s Included Monthly: Transaction Categorization & Reconciliation Accurate coding of income and expenses, monthly reconciliation of bank, credit card, and loan accounts. Financial Statements Delivery of Profit & Loss, Balance Sheet, and Cash Flow statements each month. Cloud-Based Bookkeeping Access your books anytime via QuickBooks Online, Xero, or your preferred platform. Expense & Receipt Management Organized documentation using tools like Dext, Hubdoc, or Google Drive. Sales Tax Tracking & Reporting Monitor sales tax obligations and prepare monthly/quarterly filings as needed. Basic Financial Review Monthly check-in email or call to review trends and flag any issues. 🔹What’s Included Annually: Year-End Financial Reports Clean and finalized books ready for tax filing or review by your CPA. 1099 Preparation for Contractors Collect W-9s and issue required 1099 forms before deadlines. Audit-Ready Records Proper documentation of income, expenses, assets, and liabilities. Coordination with Tax Preparer We’ll work directly with your CPA or tax advisor for a seamless filing process. Business Performance Summary Annual recap to help you plan for the year ahead. ✅ Why Clients Book with WealthDiversifined Save Time & Stress: Focus on running your business while we handle the numbers. Avoid Tax Surprises: Stay organized and prepared year-round. Make Better Decisions: Use clear financials to guide pricing, hiring, and growth. Scalable Support: As your business grows, so does the support—no need to hire in-house. Trusted Professionals: Our team includes trained bookkeepers, accountants, and tax strategists.