Accounting & Bookkeeping

If your books are a few months behind, you're not alone, and you're probably missing deductions because of it. Good tax planning starts with accurate books.

​

We keep your books current every month, reconcile every account, and send CPA-reviewed financial statements you can actually use. Because the same team prepares your taxes, your books are always tax-ready.

 

No year-end scramble, and no surprises in April. AI-assisted categorization means your books update faster and anomalies get flagged early, and a CPA reviews everything before it reaches you

​

What's included

​

• Monthly bookkeeping: every transaction categorized and reconciled

• Bank and credit card reconciliations, so nothing slips through

• CPA-reviewed monthly financial statements: profit and loss plus balance sheet

• QuickBooks Online setup and support

• Catch-up and cleanup bookkeeping: behind by months? We'll get you current

• Year-end, tax-ready financials