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.
- Monthly bookkeeping
- Financial statements
- Payroll coordination
- Tax-ready records
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.