What's included
- Recording and categorizing income and expenses
- Monthly bank and credit card reconciliations
- Profit and loss statements and balance sheets
- Accounts receivable and accounts payable tracking
- Catch-up and cleanup work when books have fallen behind
- Year-end close and tax-ready reports for your return
Why it's worth it
Good books do more than make tax season easier. They show you which parts of the business make money, help you plan cash flow, and give a bank or lender the statements they ask for. When books are kept monthly, problems get caught while they're still small.
How we work
We work in your accounting software, usually QuickBooks, so you keep full access to your own numbers. Each month we reconcile your accounts, review anything unusual, and send you financial statements. If something looks off, we ask. If you have a question, you get a direct answer from someone who knows your file.
Because the same firm prepares your business tax return, nothing gets lost between the bookkeeper and the tax preparer.
Behind on your books?
It happens to almost every business owner at some point. Tell us how far behind you are and we'll give you a plan to get caught up. New to QuickBooks? See QuickBooks support.
Frequently asked questions
Do you work in QuickBooks?
Yes. We work in QuickBooks and can set up or clean up your file so you keep full access to your own financial records.
Can you catch up several months or years of bookkeeping?
Yes. We do catch-up and cleanup bookkeeping regularly and will bring your records current before tax returns are prepared.
Do I have to be local to use your bookkeeping services?
No. Bookkeeping is done remotely, so we work with small businesses across the United States and abroad.