Our Services — Built for Small Business
Accurate, tax-ready books and clear reports every month
We specialize in helping businesses of all sizes achieve financial success through expert accounting and financial management services. Want to compare plans? [See Pricing Options]
Why Businesses Choose Castle
Save time
Stay compliant
Stay compliant
We handle reconciliations, categorizations, and monthly closes.
Stay compliant
Stay compliant
Stay compliant
Tax-ready books and organized vendor records.
Gain clarity
Stay compliant
Gain clarity
Reports you can actually use to run the business.
OUR CORE SERVICES
Monthly Bookkeeping
1099 & Sales Tax Prep
Cleanups & Catch-ups
- What you get: Bank/credit card reconciliations, categorizations, monthly P&L and Balance Sheet, notes you’ll actually read.
- Perfect for: Busy owners who want accurate, on-time books every month.
- Outcome: Tax-ready, lender-friendly financials—on schedule.
Cleanups & Catch-ups
1099 & Sales Tax Prep
Cleanups & Catch-ups
- What you get: Historical reconciliations, error/duplicate cleanup, chart-of-accounts tune-up.
- Perfect for: Anyone behind on months (or years).
- Outcome: A clean slate and confidence moving forward.
1099 & Sales Tax Prep
1099 & Sales Tax Prep
1099 & Sales Tax Prep
- What you get: Vendor W-9 collection support, 1099 summaries, sales-tax-ready categorization.
- Perfect for: Teams who want to avoid penalties and last-minute scrambles.
- Outcome: Compliant, organized records—done right.
Ready to simplify your bookkeeping?
Let Castle Bookkeeping give you back your time and peace of mind.
💬 “Need answers fast?”
Talk directly with Loretta — 25 years of bookkeeping & accounting expertise.