Services

Monthly Bookkeeping

Stay organized and up to date with consistent, accurate bookkeeping.

What’s included:

• Monthly bank and credit card reconciliations

• Categorization of income and expenses

• Review for accuracy and consistency

• Clean, reliable financial records

Perfect for business owners who want peace of mind knowing their books are handled correctly every month.

QuickBooks Online Setup & Cleanup

Already using QuickBooks but not confident in your numbers? We can fix that.

We help with:

• QuickBooks Online setup for new businesses

• Cleanup of messy or inaccurate books

• Chart of accounts organization

• Correction of miscategorized transactions

By the end, your QuickBooks file will be clean, accurate, and usable — not confusing.

Payroll Support

Payroll doesn’t have to be stressful or time-consuming.

Services include:

• Payroll setup and ongoing support

• Paycheck processing and withholdings

• Retirement and benefit deductions

• Coordination with payroll providers

We ensure payroll runs smoothly and aligns properly with your bookkeeping.

Sales Tax & Compliance Support

Stay compliant without the headache.

Support includes:

• Sales tax tracking and reporting

• Filing assistance and reminders

• Review of taxable vs non-taxable sales

• Organization of supporting records

Ideal for businesses operating in multiple locations or managing recurring sales tax obligations.

Financial Reports & Organization

Understand your numbers — not just record them.

Reports provided:

• Profit & Loss Statements

• Balance Sheets

• Year-to-date and period comparisons

We make sure your reports are accurate and easy to understand, so you can make informed business decisions.

1099 Preparation & Contractor Tracking

Simplify year-end reporting.

We assist with:

• Contractor payment tracking

• 1099-NEC preparation

• Verification of totals and records

• Coordination for filing

No scrambling in January — everything stays organized all year.

Ongoing Business Support

Beyond bookkeeping, we provide practical support to keep your operations running smoothly.

This may include:

• Financial organization

• Administrative support

• Process improvement

• Coordination with CPAs or tax professionals

Think of Numvera as a reliable extension of your business — not just a bookkeeper.

Business Formation & Entity Changes

Get help navigating business setup, updates, and required filings — without the confusion.

Support includes:

• New business setup and registration assistance

• Assumed name (DBA) filings

• Entity changes and business dissolutions

• State and local registration support

Audit & Government Agency Support

Clear, organized assistance when responding to audits or government inquiries.

Support includes:

• Assistance with IRS, North Carolina, and Department of Labor inquiries

• Preparation of requested financial and payroll records

• Payroll, tax, and worker classification reconciliations

• Coordination with auditors and government agencies (with authorization)