Service packages

Seven service paths for business owners and organizations.

Start with company formation, cleanup books, full bookkeeping, payroll, tax planning, nonprofit organization support, or QuickBooks training.

For new founders

Company Formation

A guided start for owners who need company details, registrations, tax accounts, and first bookkeeping steps organized correctly.

  • Entity choice review
  • EIN and state account guidance
  • Owner and partner intake
  • Banking and QuickBooks launch checklist

For messy or behind books

Cleanup Books

Cleanup support for old transactions, unreconciled bank feeds, missing categories, credit-card activity, and reports that need to make sense again.

  • Catch-up review
  • Bank and card reconciliation
  • Transaction categorization
  • Clean P&L and balance sheet

For ongoing support

Full Bookkeeping

AI-assisted monthly bookkeeping for owners who want transactions, bank accounts, credit cards, sales tax, invoices, and reports handled in one rhythm.

  • Automatically create and categorize 1000+ entries
  • Manage multiple bank accounts and credit cards
  • Generate professional P&L and balance sheet
  • 24/7 monitoring and anomaly detection

For employer records

Full Payroll

Payroll coordination support for businesses that need employee records, payroll questions, and recurring payroll tasks organized clearly.

  • Employee and payroll intake
  • Recurring payroll task tracking
  • Payroll record requests
  • Owner-ready payroll summaries

For planning ahead

Tax Planning

Planning support for owners who want better visibility into records, deadlines, tax questions, and decisions before filing season.

  • Tax document checklist
  • Planning questions
  • Deadline tracking
  • Year-round bookkeeping coordination

For nonprofit records

Managing Non-Profit Organization

Organization support for nonprofit records, reporting needs, bookkeeping structure, document requests, and recurring administrative workflows.

  • Nonprofit intake
  • Record organization
  • Reporting support
  • Document request tracking

For owners and teams

QuickBooks Training

Training for business owners and staff who need to understand QuickBooks workflows, reports, bank feeds, categories, and monthly routines.

  • QuickBooks navigation
  • Bank feeds and categories
  • Reports and owner review
  • Monthly workflow training

Flexible setup

Each service can become a clear project with tasks, files, and payment requests.

Best Numbers can quote a fixed setup fee, request a deposit, or build a custom monthly plan after reviewing the company type, number of bank accounts, credit cards, employees, payroll needs, sales tax exposure, and prior tax filing status.

Consultation intake

Tell Best Numbers what you need organized.

Share the company, bookkeeping, QuickBooks, payroll, sales tax, or tax support question you want help with. Best Numbers can review the request and recommend the right next step.