Bookkeeping built for U.S. businesses and CPA firms.

Bookkeeping support for a clearer U.S. financial back office

A U.S. business can receive customer payments, supplier bills, payroll reports and marketplace payouts through several systems before the numbers reach its accounting file. LIT Nexus can help define a bookkeeping workflow that connects those records, highlights differences and prepares the agreed reporting package. We begin with the work your business and CPA need to review, rather than assuming that every transaction can be handled with the same rule. A clear record of questions helps the right person make the decision.

Vendor records and Form 1099 preparation

A useful vendor workflow begins before year-end. Keep the legal payee details, approved supplier documentation, payment method and relevant transaction history together. Within an agreed scope, we can organize vendor activity and prepare exception lists for your CPA’s Form 1099-NEC or 1099-MISC review. The responsible filer determines which reporting rules, exceptions and forms apply. We avoid treating every vendor payment as the same type of reportable transaction or deciding the filing obligation from a bank-feed description alone.

Multi-state sales-tax reconciliations

Where a business sells across states or platforms, its accounting records should distinguish the sources of sales, refunds, marketplace deductions and tax amounts reported by each system. We can reconcile available platform reports to the books and identify differences for review. Your tax adviser determines nexus, registration, rates and filing obligations. Our proposed workflow is to make the supporting data traceable, flag missing reports and preserve the explanation for adjustments, rather than infer the business’s tax position from a payment total.

Cash reporting, accrual workpapers and the CPA handoff

Agree the reporting basis before comparing one month with the next. Cash-basis management reports and accrual reporting answer different questions; a cash report should not be labeled a GAAP financial statement by assumption. We can prepare agreed bookkeeping schedules, account reconciliations and proposed review items for your CPA or designated reviewer. Accrual entries, prior-period corrections and reporting classifications follow the approved scope and review process. The aim is a financial package that can be followed from source records to the report.

Gusto, Bill.com and three-way trust workflows

Payroll and payables support can include matching approved Gusto reports or Bill.com activity to the accounting file, tracing clearing accounts and identifying differences. These integrations are assessed before implementation; platform names do not establish certification. For property or trust-related work, a proposed DoorLoop and QuickBooks Online handoff can compare source activity with bank records and client or property ledgers. Three-way trust bookkeeping requires the appropriate jurisdiction-specific requirements and responsible professional’s review. Client-fund authority and payment approvals stay explicitly assigned.

For primary U.S. context, consult the IRS Form 1099 reporting overview and IRS recordkeeping guidance. These resources support your reviewer’s assessment; they are not a conclusion about your business’s filing position.

A working rhythm built around your team

Start with the records you have, the decisions you need to make and the deadlines your business already follows. We identify the accounts, entities and reporting periods in scope, then agree the people responsible for preparing information, answering questions and reviewing the result. A named handoff matters as much as the software. It gives your business a practical way to track progress without having to chase several people for the same answer.

Our proposed multi-shore delivery model includes an India accounting center and dedicated daily overlap planned around your local working hours. We agree the actual meeting windows, escalation channels, review cutoffs and turnaround expectations before work starts. This lets your team discuss urgent questions live while considering whether appropriate processing tasks can move forward between meetings. The coverage in your engagement is defined explicitly rather than assumed from a country label.

Clear scope and a considered price

Proposed engagement options include monthly fixed-fee bookkeeping tiers based on transaction volume, account complexity, entities and the review work required. Historical catch-up and clean-up can be scoped as a flat-fee sprint after assessing the records. We discuss the assumptions, exclusions and change process in your proposal. This is an engagement model to agree with you, not a published price or an automatic promise about how much work fits into a fee.

Begin with a bounded assessment or pilot if the records need investigation. A missing opening balance, an incomplete platform export or a prior-period adjustment can change the work involved. We keep those questions visible, agree who can resolve them and confirm any change in scope before expanding the assignment. Your business retains the approvals that belong with its management and designated professional advisers.

Practical onboarding and the next step

For the first conversation, tell us which accounting system you use, how many entities and accounts are involved, which periods are up to date and what is taking the most time. Keep financial documents, identity information and passwords out of the public inquiry form. We can agree a suitable document-sharing and access process separately. The planned security-control roadmap is available for discussion, with implementation evidence to be confirmed before sensitive records are shared.

The outcome of that conversation is a practical next step: the scope to assess, the records needed and the reviewer who will receive the work. We can discuss recurring bookkeeping, a focused clean-up project or a white-label workflow with your firm. Explore the services, review how we work or request a consultation. We support the bookkeeping handoff; your appointed local professionals retain jurisdiction-specific tax, filing and professional decisions.