Bookkeeping & Accounting
Clean, current books for small businesses and investors — monthly and quarterly bookkeeping, financial statements, and tax-ready records you can actually rely on.
Books that are ready when you are
Disorganized books make everything else harder — and more expensive — at tax time. We keep your accounting accurate and up to date throughout the year, so your financial statements are meaningful and your return practically prepares itself.
- Monthly and quarterly bookkeeping and reconciliations.
- Financial statements: profit & loss, balance sheet, and cash flow.
- QuickBooks Online and Xero setup, cleanup, and ongoing maintenance.
- Payroll coordination and 1099 preparation.
- Tax-ready records integrated with your return and planning.
How It Works
1
Books Review
Assess your current records and software.
2
Setup or Cleanup
Establish a clean, consistent chart of accounts.
3
Ongoing Maintenance
Monthly or quarterly close and reconciliation.
4
Reporting & Handoff
Statements that feed directly into your tax plan.