Bookkeeping Services

Emery Books & Tax provides remote bookkeeping services for contractors, freelancers, and small business owners. From monthly bookkeeping and bank reconciliation to job profitability reports and subcontractor tracking, we keep your records accurate and organized so you can stay on the job.

Monthly Bookkeeping

  • Transaction categorization & recording

  • Bank & credit card reconciliation

  • Liability tracking

  • Income & expense tracking

  • Monthly financial statements

  • Chart of accounts setup and maintenace

  • Monthly summary

Financial & Business Insights

  • Cash flow summary

  • Job profitability summary

  • Budget vs Actual Reporting

  • LLC Setup

  • QuickBooks Setup

Customer Billing Support (A/R)

  • Accounts receivable tracking

  • Invoice preparation

  • Accounts receivable aging reports

Vendor Management (A/P)

  • Accounts payable tracking

  • Vendor statement reconciliation

  • Accounts payable aging reports

Payroll & Subcontractor Records

  • Payroll expense recording

  • Quarterly & annual payroll filings

  • Labor cost allocation by job

  • Subcontractor payment tracking

  • 1099 tracking & filings

Contractor Specific Services

  • Job & project expense tracking

  • Job profitability reporting

  • Tools & equipment tracking

  • Subcontractor tracking

Do your books

need a cleanup?

Tax Preparation

Tax preparation services are available to all bookkeeping clients. When your books are accurate and organized all year, tax time gets simpler. Because we already know your numbers, we can prepare your return using records we’ve kept ourselves, with fewer surprises and less scrambling for missing receipts. This is tax prep for contractors, freelancers, and small business owners who want their bookkeeping and tax filing handled in one place.

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