Bookkeeping

We handle the day-to-day money management in your business — organizing income, expenses, receipts, and reports so you always know where your money’s going.

Think of us as your business’s financial translator. We keep your books clean, accurate, and ready for tax season — so you can focus on growing, not guessing.

• Catch-up = you’re behind a few months and just need help getting current.

• Cleanup = your books have errors or haven’t been properly organized. We go back through prior years, fix miscategorized transactions, and rebuild your books correctly.

• Bookkeeping = recording and organizing transactions.

• Accounting = analyzing those records, preparing financial statements, giving advice, handling taxes. Your bookkeeper gives your accountant the clean data they need to do their job well.

Perfect — that’s actually the best time to start!

We’ll help you set up your bookkeeping system correctly from the start, create a plan for tracking income and expenses, and show you how to use your financial data to grow with confidence.

They handle taxes — we handle everything before that. So you need both of us on your team.

We make sure your financial data is up-to-date and accurate, so your CPA can do their job faster and cheaper. Clean books = fewer surprises and more deductions come tax time.

We keep your books uber clean, and your CPA or tax person can step in at tax time or for advisory work.

We’ll structure file handoffs, permissions, and reports so everything flows smoothly — zero friction.

Here are red flags that it’s time:

• You keep falling behind.

• You dread opening your “books.”

• You lose track of receipts or invoices.

• You want to scale and need reliable financial info.

I suggest hiring a bookkeeper before your books get out of hand to avoid big cleanups.

Yes, I prefer to take over your monthly maintenance but I do offer bookkeeping training on how to use your system, check reports, and make sure the numbers match.

Keep and organize:

• Invoices & bills

• Receipts, especially cash ones

• Bank & credit card statements

• Payroll documents

• Contracts, leases, etc.
  

For retention, IRS guidelines often suggest 3–7 years, depending on type of record. Also, digital backups + physical copies of critical docs is smart.

We can file 1099s but we will work with you on choosing a payroll service that meets your business needs and budget.