Cross-Off Accounting
Keeping Your Books Streamlined
We will be Your partner for clear, accurate, and thriving financial futures. At Cross-Off Accounting, we do more than just crunching numbers. we’re your strategic partner in building a clear, compliant, and thriving financial future.
Who We Are
Cross-Off is a full-service accounting and bookkeeping firm committed to empowering businesses and individuals to make compliant and smart financial decisions. We believe that financial clarity is the foundation of business success. Our mission is simple: to streamline your books and simplify your financial processes so you can focus fully on running and growing your core business.
Our Services
Whether you’re looking for full-cycle bookkeeping, audit preparation, or strategic financial consulting, our team ensures your records are clear, compliant, and ready for growth.
Bookkeeping & Financial Reporting
Accurate, stress-free records for confident decision-making with managed bookkeeping and financial statements.
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✔ Managed Bookkeeping: Daily and monthly processing of all financial transactions, including accounts payable and receivable, expense categorization, and general ledger maintenance.
Client Benefit: Eliminate administrative burden and ensure every transaction is correctly recorded.
✔ Bank and Credit Card Reconciliation: Monthly reconciliation of all accounts to identify discrepancies, prevent fraud, and guarantee the accuracy of your cash balances.
Client Benefit: Confident financial oversight and peace of mind knowing your accounts balance.
- ✔ Financial Statement Preparation: Preparation of monthly, quarterly, and annual financial statements (Balance Sheet, Income Statement, Cash Flow) for clear performance tracking.
- Client Benefit: Get a clear, reliable snapshot of your business health to inform critical decisions.
Audit Preparation & Support
Minimize disruption with our expert-led, seamless audit readiness.
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Facing an audit, review, or compliance examination can be stressful and disruptive.
- ✔ Reports: Comprehensive preparation of all documentation, schedules, and financial records necessary for a seamless external audit or review.
- ✔ Auditor Correspondence Management: We manage all direct communication, clarifying initial requests, handling follow-up questions, and providing explanations of complex transactions on your behalf.
- ✔ Internal Control Documentation: We assist in documenting your key accounting policies and internal controls, demonstrating to the auditors that proper procedures are in place.
- ✔ Draft Financial Review: We review the draft financial statements and management letter to ensure accuracy and address any potential findings before they are finalized.
- ✔ Client Benefit: Minimize disruption to your business and ensure a faster, smoother audit process based on our CPA and audit expertise.
Tax Planning & Compliance
Proactive tax planning and filing to legally minimize tax and ensure total compliance.
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Move beyond simple tax filing. We provide year-round strategic tax planning to optimize your liability and ensure full compliance.
Key Services
- ✔ Proactive Tax Planning: Developing forward-looking tax strategies to legally minimize your tax burden and maximize savings.
- Client Benefit: Avoid year-end surprises and keep more of your hard- earned revenue.
- ✔ Business Tax Preparation & Filing: Accurate preparation and timely filing of all necessary federal, state, and local business tax returns.
- Client Benefit: Ensure full compliance and avoid costly penalties and audits.
- ✔ 1099 and W-2 Reporting: Management and accurate preparation of annual forms for employees and independent contractors.
- Client Benefit: Simplify year-end administrative tasks for you and your team.
Payroll Management
Guaranteed accurate payroll for happy employees and smooth operations.
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Ensure your team is paid accurately and on time while managing complex tax withholdings and filings.
✔ Full-Service Payroll Processing: Managing all aspects of payroll, including calculating wages, direct deposits, tax deductions, and timely tax payments.
Client Benefit: Eliminate payroll errors and guarantee compliance with employment tax regulations.
✔ New Hire Reporting & Compliance: Handling all required setup and reporting for new employees to maintain regulatory adherence.
Client Benefit: Spend less time on administrative paperwork and more time onboarding your talent.
Why Choose Cross-Off Accounting?
CPA-led with 20+ years of expertise
Proactive compliance and readiness
Personalized, responsive service
Industry-specific financial strategies
Wide range of financial services including accounting, auditing and tax
What Our Clients Say
“Cross-Off Accounting transformed how we manage our books. They’re reliable, efficient, and genuinely care about our business success.
— Small Business Owner
Ready to Partner with Us?