Single Service

Year-End Made Easy

Compliance Without the Chaos—Close Your Year Strong

All Services

Project-Based Expense Tracking

Balanced Books

Vendor Support Made Simple

Getting Set Up for Success

Year-End Made Easy

Tech-Integrated Solutions

Our Strategy

We embed year-end prep into your daily routine—flagging potential issues early, automating tax calculations for Rhode Island specifics, and running quarterly cleanups so nothing piles up. When December hits, we compile everything into a polished package for your accountant, complete with notes on design-specific deductions like material samples or travel. It’s proactive partnership that turns a dreaded chore into a confident close.

Need Help ?

Dreading next April? Gloria’s free year-end readiness check will spot gaps in your setup—let’s make tax season your easiest one yet.

Year-End Made Easy

 

Tax season doesn’t have to mean endless spreadsheets, missed deadlines, or panicked calls to your accountant. We prep your books year-round for a smooth closeout, tracking sales tax, generating 1099s for vendors and contractors, and coordinating every detail with your external CPA. Everything is organized, compliant with your local rules, and handed off seamlessly—so you avoid penalties, maximize deductions, and start the new year with a clean slate. Reclaim December for holiday designs and client gifts, not financial firefighting.

 

What’s included

 

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Ongoing sales tax tracking and timely filing

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Year-end book reviews and reconciliations

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Deduction optimization reports for design pros

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Preparation and distribution of 1099 forms for vendors/contractors

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Seamless coordination with your external accountant

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White glove service

With this service, your software becomes an intuitive extension of your creative process. Dashboards load with pre-set views for project costs or vendor payments, integrations hum silently in the background, and you’ll wonder how you ever managed without it—turning tech from a chore into a competitive edge.

 

Why Interior Designers Love This Service

 

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No scrambling for vendor receipts at tax time

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Peaceful holidays: We're on it while you're off-grid

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Maximized write-offs for Rhode Island-based projects and travel

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Stronger financial foundation for the year ahead

Related Services

Many designers start with Keeping the Books Balanced and then add these services as their business grows:

Project-Based Expense Tracking

See profitability on every job

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Vendor Support Made Simple

We do purchasing and payments

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Getting Set Up for Success

Perfect software configuration

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Year-End Made Easy

Stress-free tax season

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