Our services include the following and MORE, depending on your needs. All of this is important because it provides the foundation for sound financial management and decision-making in any business. By systematically recording and organizing financial transactions, bookkeeping ensures that a company has accurate and up-to-date information about its income, expenses, assets, and liabilities. This clarity helps business owners monitor cash flow, prepare for tax obligations, and generate essential financial reports like profit and loss statements and balance sheets. Additionally, proper bookkeeping supports compliance with legal and tax regulations, facilitates audits, and can improve relationships with lenders and investors by demonstrating financial transparency and stability.

1. Recording Financial Transactions
• Sales, purchases, receipts, and payments
• Categorizing expenses and income
• Ensuring all entries are accurate and properly classified
2. Bank Reconciliation
• Matching bank statements with internal records
• Identifying discrepancies and resolving them
3. Financial Reporting
• Profit & loss statements, balance sheets, cash flow statements
4. Sales and Franchise Tax and payments and filing

Yes, once the monthly reconciliation is completed, we can generate and provide your financial statements. If you’re subscribed to QuickBooks Online, you’ll have on-demand access to your financial statements at any time.

For most businesses, bookkeeping should be performed at least monthly. However, in cases where cash flow is critical to daily operations—such as in many restaurants—bookkeeping may need to be done weekly or even daily to ensure accurate financial oversight.

Major Payroll has supported businesses of all sizes by offering flexible bookkeeping solutions tailored to their unique needs. For small businesses, we’ve served as a full-charge bookkeeper, managing all aspects of their financial records. For larger companies, we’ve provided targeted support by handling specific tasks within their broader accounting operations. This adaptability allows us to deliver value wherever it’s needed most.

Absolutely — bookkeeping cleanup is one of our core specialties. We’ll ensure your books are organized and tax-ready.

We use QuickBooks Desktop and QuickBooks Online.

If having direct access to your accounting system is important to you, we can implement QuickBooks Online to support that visibility. You’re welcome to set up your own subscription and designate Major Payroll as your bookkeeper. Alternatively, we can manage the subscription on your behalf and include it in our service package—whichever option best suits your needs.

As mentioned, Major Payroll utilizes QuickBooks for bookkeeping. QuickBooks integrates with a wide range of POS systems, including Square, Lightspeed, Toast, Shopify, and others. However, based on our experience, not all POS integrations are equally seamless. Regardless of the POS system you use, we can tailor and optimize the integration process to ensure you get the maximum benefit.

Yes, if you have a QuickBooks Online subscription, you’ll have real-time access to your books whenever you need it. If not, no problem—we’ll upload your monthly financial statements directly to your client portal for easy access and review.

Major Payroll provides a highly secure client portal, specifically designed for accounting firms. This portal allows you to safely upload financial documents without relying on email, helping to protect sensitive information and streamline communication.

We’ve partnered with a CPA who can assist in filing your taxes. Alternatively, we’re happy to collaborate with your existing CPA or tax preparer to ensure everything is handled smoothly.

Yes, we offer comprehensive payroll services. All you need to do is provide us with your payroll data. Wither your workers are W-2 or 1099 employees, we can help you get up to date with payroll tax filings.

Yes, we can review your bookkeeping records to determine the amount of taxes owed. You are required to have a sales tax account with the State Comptroller. If you don’t currently have one, we can assist you in setting it up. If you already have an account, we’ll need some information from you in order to file and submit the payment on your behalf.

Major Payroll ensures your business remains compliant with key tax obligations, including Federal Income Tax, Sales Tax, Franchise Tax, Payroll Tax, and more. We work directly with state agencies to help bring your business up to date and into full compliance. Our team takes care of filing all necessary documents accurately and on time, giving you peace of mind and helping you avoid costly penalties.

It really depends on your specific needs. I typically recommend meeting at least once per quarter. However, if we determine that more frequent meetings would be beneficial, we’re happy to accommodate that.

Yes, you’ll have a dedicated bookkeeper assigned to your account. You won’t have multiple people handling your books—just one expert who will take the time to understand you and your business. This allows them to provide informed, personalized support and accurate answers to your questions.

Feel free to text us anytime—we’re always reachable. And if needed, we’re more than willing to hop on a call after hours.

Absolutely. We’re committed to explaining everything in a clear and straightforward way. After all, it’s essential that business owners understand what’s happening within their business. Our goal is to ensure you feel confident and comfortable with the work we do on your behalf.

We charge a fixed monthly fee for bookkeeping services. The fee is generally based on the number of bank and credit card accounts, as well as the estimated volume of transactions. Additional charges may apply depending on the complexity of your accounts and the level of effort required. Rest assured, our pricing structure is fair, competitive, and designed to provide excellent value.

No, there are no setup fees. We’ll begin by reviewing and assessing the current state of your books. Based on our findings, we’ll provide a tailored recommendation and pricing.

There’s no long-term commitment required—you’re free to go with a flexible month-to-month plan.

When transitioning to a new provider, you’ll retain full access to your bookkeeping data. If you’re using QuickBooks Desktop, we’ll export your data file and send it to you directly. For QuickBooks Online users, you’ll simply remove Major Payroll from your account and add your new provider. Any physical documents you provide are scanned and returned to you, as we prefer not to retain paper copies. All scanned files are stored securely in your client portal, which will remain accessible for one month after your transition, giving you ample time to download any necessary documents.

We serve a wide range of industries, including service and repair, restaurants, landscaping, construction, and more—without focusing on just one sector.

Yes, we’re happy to help you build a budget that makes sense for your business and supports better cash management.

Time Savings
1. No More DIY Bookkeeping – You won’t have to spend hours managing spreadsheets, reconciling accounts, or tracking receipts—freeing you up to focus on running and growing your business.
2. Streamlined Processes – A bookkeeper can set up efficient systems and workflows, making it easier to keep your books organized and up to date.
3. Faster Tax Prep – With clean, accurate books, you’ll spend less time scrambling at tax time. Your tax preparer will have everything they need, reducing back-and-forth and delays.
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Money Savings
1. Avoid Costly Errors – Mistakes in bookkeeping can lead to penalties, missed deductions, or cash flow issues. A professional helps you avoid those risks.
2. Better Financial Insights – Accurate books give you a clear picture of your finances, helping you make smarter decisions about spending, pricing, and growth.
3. Reduced CPA Fees – If your books are clean, your CPA or tax preparer will spend less time fixing them—saving you money on their hourly rates.