At Calm Ledger, we offer comprehensive monthly accounting and financial reporting tailored to meet the needs of growing businesses. Our services are designed to ensure accuracy, compliance, and strategic clarity — so you can focus on running your business with confidence.
Monthly Financial Reporting
- Balance Sheet
- Profit & Loss Statement
- Detailed General Ledger
- General Journal & Transaction Listings
- Vendor Activity Reports
Account Reconciliation
- Bank account reconciliation
- Credit card reconciliation
Payroll & Year-End Services
- Online payroll processing (includes electronic filing, direct deposits, and tax payments)
- Year-end Form W-2 preparation
- Form 1096 and 1099 preparation for vendors
Sales Tax & Annual Wrap-Up
- Sales tax return preparation & electronic filing
- Year-end close of books
- New-year file setup
- 13th-month financial statement (after tax adjustments)
Additional Services
- Tax planning session in December (in partnership with a third-party CPA firm)
- Preparation and filing of all required payroll tax filings (including Forms 941, 940, state reports, and more)
- Sales tax filings and compliance
- Property rendition filings for applicable assets
- Texas franchise tax report filing
- Preparation of business tax returns (in collaboration with a third-party CPA firm)
💬 Let’s Talk
Want to learn how we can support your business?
Contact us today to schedule a consultation with one of our accountants or business advisors.