We help busy business owners get back to what they love doing, running their business. Leave the books and administrative tasks to us. We can assist with Bookkeeping Setup, Transaction Management, Payroll Processing, Financial Reporting, Year-End Prep, and more! We are dedicated to helping your business navigate the complexities of financial management. Each client we work with is unique and we will always deliver unique services to each client we serve.
our services
Launch your financial management journey with a fully customized setup of your bookkeeping system, tailored to meet the unique needs of your business.
Bookkeeping Setup
Comprehensive payroll services from setup to processing, including direct deposits, tax withholdings, and year-end tax form preparation for employees.
Transaction Management
Streamline your cash flow with meticulous tracking and management of what you owe and what is owed to you. Includes invoice processing, payment reminders, and aging reports.
Keep your financial records impeccable with daily transaction categorization, recording, and reconciliation. This includes all sales, expenses, payments, and receipts.
Payroll Processing
Gain actionable insights with detailed monthly financial reports, including profit and loss statements, balance sheets, and cash flow statements, tailored to your business needs.
Financial Reporting
Simplify your year-end with comprehensive support, including financial statement preparation and adjustments to ensure your books are accurate and ready for tax filing.
Year-End Preparation
meet wendy
Hello! I’m Wendy Hernandez, the face behind BookWise Solutions, your dedicated partner in navigating the complexities of financial management and bookkeeping.
With a passion for numbers and a keen eye for detail, I’ve dedicated over 15 years to mastering the art of bookkeeping, ensuring that small businesses and entrepreneurs find clarity, compliance, and peace of mind in their financial affairs.
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