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Bookkeeping & Accounting Services
Keep your financial records organized and accurate year-round with professional bookkeeping services tailored to your business needs.
Schedule Your ConsultationThe Cost of Disorganized Books
When your books aren't kept up-to-date, the consequences compound quickly
Missed Opportunities
Without accurate books, you can't identify trends, spot problems early, or make informed decisions about growing your business.
Tax Season Chaos
Scrambling to organize a year's worth of receipts and transactions at tax time creates stress, delays, and potential errors.
Cash Flow Uncertainty
When you don't know your true financial position, planning becomes guesswork and you risk cash flow problems.
Costly Mistakes
Errors in your books can lead to missed deductions, compliance issues, and problems with lenders or investors.
Professional Bookkeeping That Works for You
We take bookkeeping off your plate so you can focus on running your business, while ensuring your financial records are always accurate, organized, and ready when you need them.
Accurate, Timely Records
We maintain your books on a regular schedule, ensuring transactions are recorded accurately and your financial reports are always up-to-date.
Clear Financial Insights
Monthly reports give you a clear picture of your business performance, helping you make informed decisions and plan for the future.
Tax-Ready Throughout the Year
With organized books year-round, tax preparation becomes straightforward, and you'll never miss a deduction or deadline.
Peace of Mind
Know that your financial records are in expert hands, maintained according to industry standards and best practices.
What's Included in Our Bookkeeping Services
Comprehensive bookkeeping solutions designed to keep your business running smoothly
Monthly Bookkeeping Retainer
Ongoing support to keep your books current and accurate
Transaction Recording & Categorization
All income and expenses properly recorded and categorized
Bank & Credit Card Reconciliation
Monthly reconciliation to ensure accuracy
Accounts Payable & Receivable Management
Track what you owe and what's owed to you
Monthly Financial Reports
Profit & Loss, Balance Sheet, and Cash Flow statements
Payroll Processing & Recording
Accurate payroll entries and tax compliance
Sales Tax Tracking & Preparation
Monitor sales tax obligations and prepare filings
Financial Review & Consultation
Monthly calls to review your financials and answer questions
Year-End Tax Preparation Support
Books organized and ready for smooth tax filing
Bookkeeping Cleanup Services
Get caught up and back on track with professional cleanup
Historical Transaction Entry
Catch up on months or years of unrecorded transactions with accurate data entry
Account Reconciliation & Error Correction
Identify and fix discrepancies, reconcile all accounts to bank statements
Chart of Accounts Restructuring
Reorganize your chart of accounts for clarity and better reporting
Financial Statement Preparation
Generate accurate historical financial statements for lending, investing, or compliance
System Setup & Training
Implement or improve your bookkeeping system and train your team on best practices
Perfect for: New business owners, businesses switching bookkeepers, or anyone who's fallen behind and needs a fresh start.
Who This Service Is For
Our bookkeeping services are designed for businesses and individuals who value accuracy and peace of mind
Small Business Owners
You need accurate financial data to make business decisions, but don't have time to maintain your own books or hire a full-time bookkeeper.
Growing Businesses
Your business is expanding and your bookkeeping needs have outgrown DIY solutions or basic software. You need professional support to scale.
Real Estate Investors
Managing multiple properties with rental income, expenses, and capital improvements requires meticulous bookkeeping for tax optimization.
Businesses Behind on Books
You've fallen behind on your bookkeeping and need help getting caught up, organized, and back on track with a system that works.
How Our Bookkeeping Services Work
A simple, streamlined process designed to integrate seamlessly with your business operations
Initial Assessment & Setup
We start by understanding your business, current bookkeeping situation, and specific needs. We'll review your existing records, systems, and processes to create a customized plan.
- Review current books and identify any issues
- Set up or optimize your accounting software
- Establish secure access and document workflows
Cleanup & Organization (If Needed)
If your books need catching up, we'll start with a comprehensive cleanup to get everything current and accurate before moving to ongoing maintenance.
- Enter historical transactions and reconcile accounts
- Correct errors and reorganize chart of accounts
- Generate accurate financial statements as of the cleanup date
Monthly Bookkeeping Cycle
Once everything is set up, we maintain your books on a consistent monthly schedule, keeping everything organized and up-to-date throughout the year.
- Record all transactions and categorize properly
- Reconcile bank and credit card accounts monthly
- Generate monthly financial reports and review with you
- Answer questions and provide ongoing support
Ready to Get Your Books in Order?
Let's discuss your bookkeeping needs and create a plan that works for your business. Schedule your free consultation today.