Our flagship service
SterlingComplete Bookkeeping · Filings · Planning
Your whole financial back office. One monthly fee.
Bookkeeping, business tax, sales tax and year-round advisory, handled together by our team. One predictable fee instead of separate bills, separate people and separate deadlines.
Why bundle it
One relationship instead of four.
The pieces are the same. Putting them together is what changes.
- Your books and your taxes are handled by the same team
- Your numbers get looked at through the year, not after it ends
- Filings are tracked and submitted on schedule
- One monthly fee and one invoice
- One place to send the question
- Planning happens while there is still time to act on it
What is included
Everything your books and taxes need, in one place.
Your books
- Monthly bookkeeping and reconciliations
- Financial statements you can actually read
- QuickBooks setup and cleanup
- Catch-up work if you are behind
Your filings
- Business and entity tax returns
- Sales tax filings, on schedule
- 1099 preparation and filing
- Payroll coordination
Your plan
- Year-round tax planning and projections
- Entity and owner-pay strategy
- Regular check-ins through the year
Your quote spells out exactly what is covered, so there is no guessing later about what counts as extra.
How it works
Simple to start, steady all year.
1
We set up and clean up
The first stretch is mostly on us. We gather access, review what is there and get the books to a clean, accurate starting point. Being behind is not a problem, it is usually where we start.
2
We run it every month
Bookkeeping, filings and payroll coordination happen on schedule. You get clear monthly reports instead of a shoebox of receipts.
3
We plan ahead with you
We meet through the year, run projections and look for the moves that lower what you owe while there is still time to make them.
The team behind your books.
Real people at our three Western New York offices, working with clients across the country and overseas. See who we are
Is it a fit
Sterling Complete tends to make sense when…
- You are spending time on books you would rather spend on the business
- You have sales tax, payroll or 1099s to keep track of
- Your books are behind, or you are not sure they are right
- You only hear from your accountant at tax time
- You want one predictable bill instead of several
- You want to know what you owe before the year ends
Not sure whether it fits? Tell us what you are working with and we will say so honestly. If one service on its own would serve you better than the bundle, we will tell you that. See bookkeeping, advisory or business and sales tax.
How pricing works
We quote it, because no two businesses are the same.
There is no standard rate. Rather than post a number that would not apply to you, here is what moves the quote.
Transaction volume
How much activity runs through your accounts each month.
Entity and returns
Sole proprietor, LLC, S-corp or partnership, and how many returns are involved.
Payroll and 1099s
Whether you run payroll, and how many contractors you pay.
Sales tax
Whether you file, how often, and in how many jurisdictions.
Where you are starting
Current books, or catch-up work to get you there first.
How much you hand off
The full bundle, or the pieces you actually want off your plate.
Getting your number
A quote takes one short conversation.
We look at your books, your entity and what you are filing, then come back with a fixed monthly number and exactly what it covers. It does not change month to month. Free to find out, no obligation, and we work online so your business does not have to be local.