Maximize Your Business Potential With Capstone
With Capstone on your team, you gain access to essential financial data at a fraction of the cost of a full-time employee, allowing you to focus on growing your business while we deliver accurate, timely financial reporting to support your growth initiatives.
Income & Expense
Categorization
Precise income and expense categorization to give you clear insights into your financial performance and support smarter budgeting and tax planning.
Chart of Account
Management
Professional chart of accounts management to ensure your financial data is organized, consistent, and aligned with your business goals.
Class-Segmented Tracking
Track income and expenses by department, project, or location to gain deeper insight into business performance.
Vendor Compliance Tracking & Filing
Ensure your contractors and vendors meet IRS requirements with accurate W-9 collection, 1099 prep, and timely filings.
Cash & Accrual
Basis Financials
Delivery of accurate, timely financial statements on either a cash or accrual basis, tailored to your business needs for better decision-making and compliance.
Bookkeeping Reconciliation & Clean Up
Restoring your financial records to accuracy and order so you can move forward with confidence.
Asset Tracking
Maintain up-to-date records of your fixed assets, depreciation, and lifecycle events for accurate reporting and compliance.
Ad-Hoc Form Prep &
Filing
Preparation and filing of a wide range of business tax forms on-demand to meet regulatory needs as they arise.
Bank & Credit Card Reconciliations
Consistent bank and credit card reconciliations to help you maintain clean financial records and detect discrepancies early.
Third Party Integrations & Reconciliations
Seamlessly connect and reconcile your accounting software with third-party platforms to ensure accurate, real-time financial data.
Sales Tax Tracking & Filing
Sales tax calculation, tracking, and multi-state filing to keep your business compliant and audit-ready.
Custom Reporting &
Insights
Tailored financial reports and analysis that help you make smarter, faster business decisions with confidence.
Additional Expertise
Do your needs go beyond bookkeeping? Explore our additional services below:
Tax Preparation
Professional tax preparation tailored to your unique situation — maximizing deductions, minimizing stress, and ensuring full compliance.
Payroll
Reliable and compliant payroll services, ensuring your employees are paid accurately and on time while you stay focused on growing your business.
Fractional CFO
Optimize cash flow, reduce tax liability, and make confident decisions with data-driven insights and year-round support. Perfect for growing businesses that need more than just tax prep.