Rock Stone Services, LLC

Your receipts aren’t “clutter”… they’re compliance waiting to happen.

We use a simple “3-envelope” system for small businesses so follow-ups and notary-ready documents don’t get delayed:

Envelope 1 = Current tax & bookkeeping items
Envelope 2 = Open action items (what we’ll follow up on)
Envelope 3 = Notarization/organization documents ready (remote or in-person)

When Envelope 1 fills, we process. When Envelope 2 grows, we schedule next steps. When Envelope 3 is full, your notary workflow is already set—so you’re not scrambling while you wait.

Want us to help you set up a filing + notary routine that actually sticks? Book a consultation at www.rockstoneservices.com/consultation.



Others and Truthful

The offer is signed—and that’s when the compliance work really starts.

We see teams get stuck in the “later paperwork” trap: pay date arrives, someone asks for I-9 timing, background-check consent dates, or payroll/tax setup details… and the packet isn’t ready.

Build a pre-start documentation checklist that ties your offer terms to what payroll and hiring rules require:

1) Offer terms + start-date expectations
2) Payroll/tax setup items (before first paycheck)
3) I-9 timing workflow (if applicable)
4) Background check consent + date tracking
5) Who owns each document + where the packet lives

Need a ready-to-use compliance bundle with remote or in-person notary support? Book a consultation at www.rockstoneservices.com/consultation.

What’s the hardest part of staying compliant during hiring for you—timing, documents, or getting it all organized?



Others and Truthful

That “small” personal charge can wreck month-end.

We see it all the time: someone sorts everything “kind of” together, then spends hours fixing the books after close.

Here’s a quick “paper-cut audit” on your bank/credit card feed—spot these 3 red flags:
1) Grocery/ride-share lookalikes showing up as business expenses
2) Recurring transfers labeled “misc”
3) Vendor names that don’t match your chart of accounts

Exact fix (before month-end close):
Relabel the merchant names and map each transaction to the correct account in your bookkeeping system.

Want us to help you clean up the flow—then keep it clean going forward? Book a consultation at www.rockstoneservices.com/consultation



Others and Truthful

“Teamwork isn’t just internal—it’s how we build a clean paper trail.”

Here’s our 3-step handoff between our bookkeepers and notary support, so your records stay consistent for tax time:

1) You submit/approve your records
Send what you have (statements, invoices, forms). Then you approve—so we log the same details before anything moves forward.

2) We prep the compliance-ready packet
Our team organizes names, dates, and documents into a bundle built for clear tax filing support.

3) Notary verifies identities/signatures
Remote or in-person—so verification matches the documentation every time.

If your “books” and your “paperwork” feel like two timelines, we can fix that.

Book a consultation at www.rockstoneservices.com/consultation



Others and Truthful

That “everything looks right” review? We keep it on purpose. ✅

A client praised two things in the same note:
• Docs were notarized correctly (remote vs. in-person confirmed)
• Bookkeeping entries matched their bank deposits

We flag the exact workflow step that worked—remote vs. in-person, doc type, and filing prep—then we build the next month’s compliance calendar around it.

Small compliment. Safer process.

If your books and your notary paperwork ever feel like they’re living in different worlds, we can help them line up.

Book a consultation at www.rockstoneservices.com/consultation



Others and Truthful

“One client, three specialties, zero confusion.”

We see the same stress every tax season: bookkeeping is “done,” then tax questions show up… and the notarization deadline is suddenly tomorrow.

So we split the work into one coordinated timeline:
- Bookkeeping reconciliations so the numbers actually match
- Tax-law compliance checks to reduce last-minute surprises
- Remote or in-person notarization to keep your filing package moving

By the time your filing package is ready, everything is aligned—books, compliance, and signatures—handled by our team.

Kindness is free!!!
Book a consultation at www.rockstoneservices.com/consultation

What’s caused the most confusion for you—books, compliance, or notarization?



Others and Truthful

Stop guessing on your books: we see too many month-end closes start with “memory,” not records.

Here’s our month-end close checklist:
1) Reconcile your bank + credit cards first.
2) Categorize expenses by vendor and supporting docs (not what you think it was).
3) Review your Profit & Loss for anything that looks off—odd spikes, duplicate charges, weird category totals.
4) Fix before you carry anything forward.

If you want us to verify your categories before you file, book a consultation at www.rockstoneservices.com/consultation.

What part of month-end gives you the most headaches—reconciling, categorizing, or spotting the “wrong-looking” P&L lines?



Others and Truthful

Stop budgeting in the dark—then signing “last-minute” documents with messy books.

We recommend a compliance calendar that ties every bookkeeping task to the exact week it’s needed for tax-ready books:
• Invoices recorded on the right cadence
• Payroll entries handled consistently
• Reconciliations completed before month-end slips

And notary only when you must sign.
Remote or in-person—whichever fits—so you’re not scrambling for signatures while trying to fix records.

We’ll help you map your timeline so financial planning stays steady from month-end to filing.

Book a consultation at www.rockstoneservices.com/consultation.

What’s the hardest part of your current bookkeeping-to-tax timeline—deadlines, documentation, or consistency?



Others and Truthful

“Remote notary” can still stall if your document needs wet-ink or specific wording. 😬

Before you schedule, we recommend confirming:
- Document type (what’s being signed)
- Whether a wet-ink signature date is required
- Required notarial wording (does it have to match a template?)
- Signer identity proofing needs (what documents you’ll be asked for)

We’ve seen small missing requirements create delays—usually right at the wrong moment.

RockStoneServices can pre-verify your documents before your remote session so you walk in prepared (and not stressed).

Book a consultation at www.rockstoneservices.com/consultation.

What type of document are you planning to notarize remotely?



Others and Truthful

Remote or in-person? Pick wrong and your signing gets stuck.

If you’re signing from out of state or you need the signing scheduled around your workday, we’ll help route you to a Remote Online Notary.

If you need same-day local document handling, we’ll set up in-person.

Here’s our quick decision guide:

1) Out of state = Remote Online Notary
2) Around your workday = Remote Online Notary
3) Same-day local needs = In-person

Comment “WHICH ONE” and we’ll tell you which option fits your scenario—then book a consultation at www.rockstoneservices.com/consultation.

Which one do you usually need—remote or in-person?



Others and Truthful