Either your books need to be brought current, or they need to stay that way. Most clients start with the first and move into the second.
For books that have fallen behind — missed reconciliations, uncategorized transactions, commingled accounts, or records that just haven't been touched in a while. We work backward from today until your books are current and accurate, then hand you a clear picture of where things stand.
Once current, your accounts are reconciled and categorized on a regular monthly schedule, with financial statements you can actually read — a profit & loss and balance sheet in plain language, not raw exports.
At year-end (or whenever your CPA needs them), your books are organized and documented so they can be handed off without back-and-forth. We keep records CPA-ready year-round rather than scrambling every spring.
If you're not already set up in QuickBooks, we can get your chart of accounts and bank feeds configured correctly from the start — the single biggest factor in how much cleanup you'll need later.
We keep the scope clear: this is bookkeeping, not tax preparation or filing. For tax filing, we're happy to hand off clean, organized books to your CPA or EA — or point you toward one if you need a recommendation.
Tell us where things stand and we'll tell you plainly what it'll take.
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