Complete service menu

Public support services for records, reports, payroll files, and tax documents.

Use these services as standalone tasks or combine them into a seasonal or monthly support desk. Each service is designed to create a clear, practical deliverable.

Business professionals reviewing service documents and financial charts

Document intake Corporate tax documents Personal tax organizer Payroll records Bookkeeping cleanup Reconciliation support Excel and CSV cleanup AP/AR support Client communication Monthly close support Document request tracking Workflow templates Report summaries Sales-tax schedules

Files

Document intake and organization

Turn scattered uploads into a clean file package.

Document inventory and folder structure
File naming by date, account, vendor, or category
Missing document checklist
Received, missing, and open-question tracker
Upload checklist for the next batch

View deliverables →Start intake for this service →

Corporate tax

Corporate tax document support

Prepare source documents and schedules for year-end handoff.

Corporate year-end document package
Bank, loan, asset, insurance, and lease document index
GST/HST, sales-tax, or VAT support schedules
Bookkeeping cleanup handoff for year-end
Missing-information request list

Open corporate tax page →Start intake for this service →

Personal tax

Personal tax organizer support

Collect and summarize the documents commonly needed for personal tax preparation.

Slips and receipts checklist
Rental property income and expense summary
Self-employed income and expense summary
Medical, donation, tuition, childcare, and moving document folders
Prior-year comparison list

Open personal tax page →Start intake for this service →

Payroll

Payroll records organization

Prepare payroll records, trackers, and summaries for clean handoff.

Employee list and pay-period records
Payroll remittance tracker
Year-end payroll support package
Benefits, deductions, and employer-cost document summary
Timesheet and payroll export cleanup

Open payroll page →Start intake for this service →

Cleanup

Bookkeeping cleanup preparation

Organize messy data before final accounting or bookkeeping decisions are made.

Transaction category suggestion list
Possible duplicate transaction flags
Unclear transaction question list
Vendor and customer name cleanup
Cleanup workpaper with unresolved items

View cleanup package →Start intake for this service →

Reconciliation

Bank and credit card reconciliation support

Prepare exception reports so reviewers can focus on problem items.

Statement-to-ledger matching support
Unmatched deposits and withdrawals list
Possible duplicate or missing transaction report
Missing statement tracker
Month-end reconciliation checklist

View reconciliation package →Start intake for this service →

Excel

Spreadsheet cleanup and reporting support

Clean, structure, and summarize spreadsheet data.

Column cleanup, filters, formatting, and formulas
CSV cleanup for bank, sales, payroll, or inventory exports
Pivot-ready transaction tables
Formula repair and formula notes
Variance summaries, charts, and simple dashboards

View spreadsheet package →Start intake for this service →

Accounts payable and receivable invoice summaries

AP / AR

Accounts payable and receivable support

Summarize invoices, payments, and follow-up items.

Invoice list with vendor/customer, date, due date, and amount
AP or AR aging support schedule
Possible duplicate invoice or payment flags
Vendor and customer summary
Collection or vendor follow-up message templates

Start AP / AR request →Start intake for this service →

Clear client communication and follow-up support

Messages

Client communication support

Reduce routine back-and-forth with clear message templates.

Missing document request messages
Client onboarding and upload instructions
Polite reminder sequences
Meeting summaries and internal notes
Plain-English document request lists

Ask about client communication →Start intake for this service →

Monthly close and account activity support

Month-end

Monthly close support packages

Prepare monthly close inputs and open-item reports.

Bank statement and report checklist
Expense variance summary
Open questions list
AP, AR, payroll, and inventory document tracker
Management summary package

View monthly package →Start intake for this service →

Requests

Document request tracking

Organize support documents for accountants, lenders, auditors, or internal reviewers.

Request tracker by item number
Document indexing and folder structure
Missing support list
Balance support folder organization
Client explanation cleanup for review

View deliverables →Start intake for this service →

Workflow templates and service package planning

Operations

Workflow, SOP, and template support

Create repeatable checklists and internal procedures.

SOPs for intake, cleanup, tax document collection, and month-end
Client status tracker
Capacity dashboard template
Proposal and follow-up message templates
Internal checklist materials

Ask about workflow support →Start intake for this service →

Reports

Management report and KPI summary support

Prepare data summaries for review and decision-making.

Revenue and expense trend summaries
Cash, AP, AR, and payroll snapshot summaries
Month-over-month or year-over-year variance notes
Basic chart and dashboard summaries
Questions for follow-up

View reporting deliverables →Start intake for this service →

Sales tax

GST/HST, sales-tax, or VAT support schedules

Organize source documents for sales-tax review and filing by the proper provider.

Sales export cleanup
Input tax or sales-tax support document tracker
Missing invoice and receipt list
Period summary schedule
Open questions list

Open sales-tax support →Start intake for this service →