Bookkeeping
Bookkeeping that keeps your records clear and current.
Clean, reconciled books and financial statements you can actually read, kept current through the year, so filing season is a formality rather than a scramble.
What you get
- Monthly reconciliation of bank and card accounts
- A chart of accounts set up for how your business actually works
- Profit and loss, balance sheet and cash-flow statements
- Accounts payable and receivable tracking
- QuickBooks Online setup and cleanup: we are a certified ProAdvisor
- Quarterly review so problems surface in month three, not month twelve
Who we work with
- Small businesses that have outgrown a spreadsheet
- Owners who are behind and want their books brought current
- Businesses whose accountant needs cleaner records to work from
- Anyone who wants to know where they stand without opening a spreadsheet
What to expect
- Know your starting point. We review your software, records and how far behind things are, so the work begins from facts rather than guesses.
- Get organized once, properly. Chart of accounts, bank connections and any catch-up work are handled together, so you are not carrying the same mess forward.
- Know where the business stands each month. Reconciliation and statements arrive monthly, so you can make decisions on current numbers.
- Avoid the year-end scramble. When the return is due, the records are already in order and nothing has to be reconstructed.
Common questions
What if my books are years behind?
Catch-up work is a normal part of what we do. We scope it separately so you know what it involves before starting.
Do I have to use QuickBooks?
It is what we use most and we are a certified ProAdvisor, but we will work with what you have and tell you honestly if a change is worth it.
What do monthly plans cost?
Plans start at $299 a month depending on transaction volume and scope. The consultation is free and we will quote before you commit.
Related: Accounting · Tax Preparation · Business Formation & Compliance
Based in Bel Air, Maryland, working with clients wherever they are. Book a free consultation →
This page describes services we offer. It is not tax advice, and nothing here predicts what any particular business or individual will owe or save; that depends on your circumstances, which is what the consultation is for.