Monthly Bookkeeping for Small Businesses, 100% Remote.
Your books closed every month, reconciled and reviewed, by the same person every time.
We're 100% remote - all work is done online, by phone, and by video. We don't offer in-person office visits.
Shane Panas, founder. QuickBooks ProAdvisor · IRS PTIN holder · Authorized IRS e-file Provider · Insured.
What’s included
- Monthly categorization and reconciliation of every bank and card account
- Monthly Profit and Loss and Balance Sheet
- QuickBooks Online setup and cleanup
- NY sales tax filings
- A year-end package ready for your tax return
- Behind? We catch up and clean up past months first
How it works
Book a free 15-minute call.
Get a clear, scoped plan.
We get to work, 100% remote.
What our clients say.
★★★★★"Evergreen does the bookkeeping and taxes for my marketing agency. Books are always clean, tax season is a non-event now, and they explain things in normal English. Small business owners in Clifton Park and the Capital Region, this is who you want. Can't recommend them enough."
★★★★★"Shane's been great. Took over my bookkeeping, cleaned up a couple of years of mess, and made quarterly taxes a non-event. Easy to reach, explains things in plain English."
★★★★★"Excellent service! The team was professional, knowledgeable, and made the entire process easy and stress-free. I highly recommend Evergreen Bookkeeping and Tax Services for anyone looking for reliable bookkeeping and tax help."
Questions
Do I need QuickBooks?
We work in QuickBooks Online, and if you're not on it yet we set it up for you.
Can you work with my business if I'm not in New York?
Yes. We're 100% remote and work with clients across the country.
How do we get started?
Book a free 15-minute call. We'll look at your setup and send a clear, scoped plan.