Accurate books are the base of everything else: correct tax returns, loan applications, and decisions you can trust. We keep your books up to date every month so year-end is not a scramble.
What's included
- Monthly bookkeeping in QuickBooks Online, QuickBooks Desktop, and Wave
- Cash or accrual basis, whichever fits your business and your tax filings
- Bank, credit card, and loan reconciliations
- Categorizing income and expenses correctly for taxes
- Accounts receivable and accounts payable tracking
- Monthly or quarterly financial statements: profit and loss, balance sheet
- Catch-up and clean-up bookkeeping for months or years behind
- Year-end package ready for your tax return
Who it is for
Small and mid-sized businesses: LLCs, S corporations, and C corporations, from one-person companies to teams with employees.