Bookkeeping & Payroll Services

Organized finances. Stress-free payroll. Smarter business decisions.

Bookkeeping & Payroll Services

Why Bookkeeping Matters

Your books should tell the truth — not leave you guessing.

Messy finances cost more than just money. At WealthCrest Financial, we help small businesses stay organized with accurate, easy-to-understand bookkeeping. Whether you're just starting or months behind, we meet you where you are — no judgment.

Why Payroll Matters

Running payroll isn’t just about cutting checks,

it’s about protecting your business.

Whether you’re paying one person or a full team, payroll has legal and financial responsibilities that can’t be ignored. Late filings, missed tax payments, or incorrect paychecks can lead to penalties, unhappy employees, and even IRS issues.

Built for Busy Entrepreneurs

Service-based business owners | Online entrepreneurs | Brick-and-mortar shop owners | Nonprofits and small teams

What’s Included in Bookkeeping

Our bookkeeping is more than just data entry — it’s designed to give you clarity, confidence, and control over your finances. Whether you’re behind or building, we’ll help you stay organized and IRS-ready all year long.

Here’s what’s included:

• Monthly income and expense categorization
• Bank and credit card account reconciliation
• Monthly Profit & Loss and Balance Sheet reports
• Cash flow overview (available upon request)
• QuickBooks setup, cleanup, or migration
• Chart of accounts customization
• Secure document storage and client portal access
• Year-end prep package for your CPA or tax pro
• Optional add-ons: invoicing, sales tax tracking, 1099 prep

💡 No more spreadsheets, missed expenses, or tax-time panic — just accurate books and peace of mind.

Start Bookkeeping

What's included in Payroll Services

We take the stress out of payroll so you can focus on running your business. Whether you have employees, contractors, or both — we’ve got you covered.

Our payroll services include:

• Employee and contractor payroll setup
• Weekly, bi-weekly, or monthly pay runs
• Direct deposit and tax withholding
• Federal and state payroll tax filings
• Quarterly and year-end filings (940, 941, W-2s, and 1099s)
• New hire reporting and compliance
• PTO, bonuses, and garnishment tracking (if applicable)
• Integration with QuickBooks, Gusto, or your current system
• Secure portal access for employee pay stubs and documents

💡 Need help cleaning up past payroll issues or switching from another provider? We’ll walk you through it step by step.

Start Payroll

📝 Optional Add-Ons

(Available for All Tiers)

Historical clean-up: Starting at $575
QuickBooks setup or conversion: $325 one-time
Payroll support: Custom quote
Sales tax filings: $115/month and up

📝 Payroll Add-Ons:

1099-only contractor payroll (no W-2): $125/month
Tip reporting and restaurant-specific tracking: Custom quote
Mid-year catch-up or transition: $295 one-time
State-specific filings (multi-state): $45/month per state

FAQS

Do I need bookkeeping if I already have QuickBooks?

Yes! QuickBooks is a tool, not a strategy. We make sure your books are categorized correctly, reconciled monthly, and actually useful when it’s time to make decisions or file taxes.

Can you help me if I’m behind on my books?

Absolutely. Whether you’re 2 months or 2 years behind, we specialize in clean-up and catch-up bookkeeping with no judgment — just clear steps to get back on track.

What if I’m a brand new business?

Perfect timing. Starting with proper bookkeeping from the beginning helps you avoid tax issues and supports your growth. We’ll help you set everything up right.