Bookkeeping
Bank transaction review, income and expense categorization, account reconciliation, monthly Profit & Loss and Balance Sheet reporting, and year-end accounting review.
Services
Business Bookkeeping, Accounting & Outsourced Support
SunPeak offers ongoing bookkeeping and accounting support for businesses and nonprofit organizations, alongside payroll and sales tax/TPT services.
Outsourced Accounting & Bookkeeping
Ongoing remote accounting support for businesses and nonprofit organizations seeking an outsourced alternative to a part-time accounting role. We agree on responsibilities, reporting needs and communication frequency before engagement.
Support can include bookkeeping, financial health checks and board financial reports. Property management support includes three-way trust account reconciliation, with the scope confirmed for each engagement.
Custom Quote. Fees depend on workload, reporting requirements and service frequency.
Payroll
Payroll setup, payroll processing, liability review and payroll record organization.
Sales Tax / Arizona TPT Filing
Monthly or quarterly filing support, sales record organization, and basic state or local sales tax compliance coordination.
Arizona TPT means Transaction Privilege Tax, a tax on the vendor for doing business in the state. It is commonly called sales tax, but the terms are not identical. Filing scope depends on business activities and locations.
Business Compliance
Support with EIN application information, registration records and applicable annual reports or compliance reminders. Requirements depend on entity type and jurisdiction.
Year-End Review
Year-end review of income, expenses, payroll and sales tax/TPT records to reduce missing information and last-minute cleanup.
Our Work Starts with Understanding and Organizing Records
Clear income categories, expense classifications and supporting records are the foundation of reliable bookkeeping and accounting.
Explain the nature of income
Bank activity, cash income, platform payments, transfers and owner contributions need to be classified in the context of the business.
Keep supporting expense records
Business expenses need a business purpose, payment records and supporting receipts or explanations.
Keep payroll records organized
Keep payroll payments, employee records and related liabilities organized for regular review.
Prepare for year-end review
Organizing records before quarter-end or year-end can help reduce missing information and last-minute document requests.