QBO support
Setup guidance, chart of accounts alignment, and stable workflows.
BCenter • Unit overview
Finance, accounting, tax services, and business advisory.
Secure intake. Organized documents. Flexible preparation path.
Secure intake
Use a secure, structured intake that keeps information organized and reviewable.
Organized documents
Collect required documents with consistent labeling and a clear paper trail.
Flexible preparation path
Support client-preferred tools when appropriate, or a professional option selected by BCenter.
Tax Clients
Request Tax Preparation as a BCenter service. After review and setup, tax intake opens for the client account assigned to that service.
BCenter supports flexible tax workflows, including client-preferred tools such as TurboTax, H&R Block, TaxAct, FreeTaxUSA, or an approved professional preparation option selected by BCenter.
Bookkeeping
Monthly close cadence, reconciliations, and review-ready reporting packages.
Reporting & audit support
Reporting packages, documentation, and a clean paper trail for review and reconciliation.
Payroll
Employee payroll coordination, payroll reports, and support for wage-processing workflows and clean handoffs.
Reporting packages
Monthly reporting packages designed for review and handoff.
Business Advisory
Operational support and coordination for finance workflows and stakeholder reporting.
Controls & approvals
Defined approval steps for payments and updates to reduce surprises.
Contractor payments
Documentation and coordination for contractor payment and payout workflows.
Coordination with professionals
Clean handoffs to CPAs and tax professionals without overstepping boundaries.
Contact
Start with a short email. We’ll respond with next steps and a scoped checklist.