Ongoing Bookkeeping
- Bank and credit-card reconciliations
- Transaction review and categorization
- Financial reporting on an agreed schedule
- Tax-ready records
BOOKKEEPING FOR BUSINESSES NATIONWIDE
Accurate Books. Clear Answers. Confident Decisions.
Sequence provides tailored QuickBooks bookkeeping, cleanup and catch-up, payroll support, and business setup for businesses nationwide. Scope and schedules are built around the work your business actually needs.
Businesses we support
A good fit when you want
Sequence works with businesses nationwide, most often small and midsize companies, and considers each engagement based on the work involved and the support needed.
- Ongoing QuickBooks bookkeeping on an agreed schedule
- Cleanup or catch-up when the books need attention before ongoing work
- Profit-and-loss and balance-sheet reports through our secure client portal on the schedule defined in your engagement
- A connected option for payroll and business-tax support when those services are part of the engagement.
- A familiar point of contact who gets to know your business
Bookkeeping and accounting
Financial support built around how your business actually operates
We tailor bookkeeping to your needs, transaction volume, and schedule.
Cleanup and Catch-Up
- Backlogged bookkeeping
- Account reconciliation
- Financial-record corrections
- QuickBooks organization
Reporting and Guidance
- Profit-and-loss and balance-sheet reporting
- Reports through our secure client portal
- Budgeting support by agreement
- Business advice by agreement
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. used with permission under the QuickBooks ProAdvisor Agreement.
Payroll
Reliable payroll support without the administrative scramble
Keep payroll obligations organized with a dependable process for employees and owners. Support can include recurring payroll processing, quarterly filings and withholding payments, year-end W-2 and 1099 reporting, and after-the-fact payroll for S-corporation owners.
- Recurring payroll processing
- Quarterly filings and withholding payments
- Year-end W-2 and 1099 reporting
- After-the-fact payroll for S-corporation owners
- Entity formation and registration
- EIN and tax-account setup
- Sales-tax registration and account setup
- S-corporation elections
- Business-registration support
- Payroll and QuickBooks setup
- Ongoing bookkeeping support
Business formation
Start your business on a sound financial foundation
Sequence helps new business owners establish the financial and administrative systems needed to operate confidently.
How engagement works
A clear path from introduction to ongoing support
The first conversation is about fit and next steps—not choosing a package before we understand the work.
Start with an introduction
Start with a phone or video call, or send us an email. Tell us what is working, what is behind, and what support you are looking for.
Review the work
After learning about your business and reviewing your books, we recommend the services, reconciliation and reporting schedules, and next step that fit the work involved.
Agree on scope
We define the services and cadence in the engagement and provide a tailored quote. Payroll, business-tax preparation, meetings, and broader advice are included only when defined in the written scope.
Begin and stay connected
Once the engagement is accepted, we follow the agreed schedule and reach out when statements or transaction details are needed. Reports are provided through our secure client portal on the cadence defined in the engagement.
One firm, less re-explaining
From reconciled books to a more orderly business-tax process
When Sequence handles both bookkeeping and business-tax preparation, reconciled records and the context behind them can carry into the business-tax process, reducing handoff gaps and repeated explanations.
Keep books current • Reconcile with context • Begin tax work from organized records.
Let’s talk about the support your business needs now.
Start with a phone or video call, or send us an email. For clients who prefer to meet in person, appointments are available in our Roswell office.