Bookkeeping
Organized, reconciled, tax-ready books every month, kept with the tax return and next year’s planning in mind.
Clean books first
Clean books make an accurate return possible, and an accurate return makes better planning possible. For an S-Corp owner, that chain looks like this.
Who it’s for
Ongoing bookkeeping that keeps your records organized, reconciled and tax-ready throughout the year, with each month professionally reviewed.
Typical situations
What’s included
Pricing
What sets your fee: monthly transaction volume, the number of accounts, transaction complexity, payroll entries, loans and fixed assets, the number of entities, and the current condition of your books.
Ongoing · Billed monthly in advance
Reconciled, professionally reviewed, tax-ready books every month.
Cleanup & catch-up
Catch-up and reconciliation before returns, bookkeeping or planning can begin.
FAQ
Monthly transaction volume, the number of bank and credit-card accounts, transaction complexity, payroll-related entries, loans and fixed assets, the number of entities, and the current condition of your books.
Payroll administration, accounts payable or receivable management, bill payment, inventory accounting, and controller or CFO services. We don’t currently take on inventory-heavy businesses.
Yes. We scope a cleanup first, as its own engagement, quoted in writing based on the condition of your records and the period to be covered.
Start with a conversation
A free Intro Call is a conversation about your situation and the right service for it. Scope and fee are confirmed in writing before any work begins.
