Service deliverables
What you receive with each service.
Each order is packaged around a clear output such as a checklist, tracker, cleaned spreadsheet, document index, support schedule, or summary report.
| Deliverable | Used for | What it includes |
|---|---|---|
| Document inventory | Tax, payroll, bookkeeping, and year-end files | A list of received documents, file categories, dates, accounts, vendors, and missing items. |
| Corporate tax document package | Corporate year-end handoff | Bank statements, sales records, payroll support, loan documents, asset records, receipts, and open questions organized by category. |
| Personal tax organizer | Personal tax filing preparation | Income slips, deductions, receipts, rental records, self-employed summaries, and prior-year comparison notes. |
| Payroll record tracker | Payroll support and year-end records | Employee records, pay periods, remittances, contractor payments, timesheets, and missing payroll documents. |
| Bookkeeping cleanup workpaper | Messy bookkeeping files | Cleaned transaction tables, possible duplicate flags, vendor name cleanup, unclear transaction questions, and missing statements. |
| Reconciliation exception report | Bank and credit card matching | Unmatched deposits, unmatched withdrawals, possible duplicates, missing statements, and account balance questions. |
| Spreadsheet cleanup file | Excel, CSV, sales, bank, payroll, or inventory exports | Clean columns, consistent labels, formulas, pivot-ready tables, charts, and variance summaries. |
| AP/AR support schedule | Invoice and payment tracking | Vendor/customer lists, invoice dates, due dates, payment status, aging notes, and possible duplicate invoice flags. |
| Missing-information checklist | Follow-up before deadline | A clear list of records, explanations, statements, receipts, or details still needed to complete the file package. |
| Monthly support summary | Recurring business support | Month-end checklist, open items, cleanup notes, payroll records, AP/AR tracker, and summary notes. |
Have a specific output in mind?
Send the folder, spreadsheet, or record issue in your request. We will confirm what can be delivered and how it will be packaged.