Bookkeeping
Financials that are ready before tax season asks.
Monthly reconciliation, clean financial reporting, and QuickBooks support — so your books are always current, not reconstructed every January.
Current books, all year — not a January reconstruction
A lot of bookkeeping "help" only shows up once a year, trying to piece together twelve months of transactions the week before a return is due. That's not bookkeeping — that's damage control. We keep your accounts reconciled and your reports current every month, so by the time tax season arrives, your books are already done.
Because we also prepare returns, your bookkeeping and your tax filing aren't handled by two different firms working from two different sets of numbers. It's one firm, one file, and a direct handoff between the two.
What's included
- Monthly bank and credit card account reconciliation
- Profit & loss and balance sheet reporting
- QuickBooks setup for new businesses, or cleanup of an existing file
- Ongoing QuickBooks support
- Backlog catch-up for books that have fallen behind
- A direct handoff into tax season — your bookkeeper and preparer are at the same firm
Who this is for
- Small business owners who'd rather run their business than their books
- Sole proprietors and independent contractors tracking income and expenses
- Rental property owners managing multiple units
- Anyone switching off a DIY spreadsheet, or catching up after falling behind
How it works
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1
Onboarding & catch-up
We assess where your books stand and reconcile any backlog first.
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2
A steady cadence
Accounts reconciled monthly; P&L and balance sheet reports delivered quarterly.
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3
Tax-season handoff
Your clean, current financials are ready for tax preparation, with no scramble.