Bookkeeping
Clean, current books kept by a CPA, so your numbers are ready whenever you need them. (Draft)
Book a ConsultationOverview
Clean books, kept current — so your numbers are always ready.
transactions categorized, bank and credit card accounts reconciled, and a profit & loss that stays current, handled by a licensed CPA. Behind on the books? Catch-up and cleanup bring them back in order. (Draft — to be confirmed)
At a glance
- Transactions categorized
- Bank accounts reconciled
- P&L always current
- Catch-up & cleanup
What's included
Everything clean books need.
Transaction categorization
Bank & credit card reconciliations
Always-current profit & loss
Balance sheet reporting
Catch-up & cleanup for books behind
Year-end books ready for tax prep
(Included items are draft — confirm final list with the firm.)
Who it's for
Small businesses
Sole proprietors
LLCs & S-corps
Behind on books
Process
- 01Book — schedule your appointment
- 02We review — statements in, backlog assessed
- 03We reconcile & report — books current, P&L ready
FAQ
Common questions.
Yes — catch-up and cleanup come first. The backlog gets categorized and reconciled, then the books stay current from there. (Draft — to be confirmed)
Bank and credit card statements, plus access to your current books if any exist. The rest is handled from there. (Draft — to be confirmed)