Bookkeeping Services

Bookkeeping is the ongoing record of what your business earned and what it spent. Each month, transactions are categorized, meaning every deposit and every charge gets assigned to the right account: revenue, materials, contract labor, fuel, insurance, and so on. Then the books are reconciled, which means matching your records against the bank and credit card statements line by line until they agree. Reconciliation is the part that catches missing income, duplicated expenses, and charges nobody remembers.

The most common mess we see is business and personal money running through the same account. The truck payment, the grocery run, and a customer deposit all sit in one place. Until those are separated, no one can tell what the business actually made. Sorting that out is not a formality. It is the difference between a defensible return and a guess.

Cleanup and catch-up work is bookkeeping for months or years already gone. The records exist somewhere, in statements, invoices, apps, and receipts. We rebuild the books from them.

We are not a CPA firm and do not provide audited financial statements, attestation, or assurance services.

This fits self-employed people and small business owners: contractors, truck drivers, real estate agents, consultants, salon owners, anyone whose income does not arrive on a W-2 with taxes already withheld.

It fits especially well if you have unfiled years. When someone comes to us self-employed with three or four returns missing, the returns are not the first problem. The records are. There is no employer statement to copy numbers from. You cannot file an honest 2023 return without knowing what 2023 looked like, and that means reconstructing it from bank history. That reconstruction is the real first step, and it is bookkeeping work.

It also fits anyone already in a resolution or heading into one. The IRS decides what you can pay using financial statements, Form 433-A for individuals and Form 433-B for businesses. Those forms are only as good as the records behind them. If your books are guesswork, your 433 is guesswork, and a Revenue Officer will find the gap. Solid records let you show your actual numbers instead of defending numbers you cannot support.

We start by looking at what you have. Bank statements, card statements, whatever software you use, the shoebox. Then we tell you plainly where you stand and what it will take to get current, including how many prior periods need cleanup.

You get a flat fee before you commit. Bookkeeping is priced by the volume and condition of the work, not by the hour with a surprise at the end. You will know the number first.

From there, our Enrolled Agents and tax professionals do the monthly work: categorize, reconcile, separate business from personal, and close each period. You get one direct contact who knows your file. When a question comes up about a transaction, that person calls you. You are not repeating your situation to whoever answers the phone.

We are compliance-first. We categorize what the records support. We will not manufacture deductions or push aggressive positions that fall apart under review, and if an expense does not hold up, we will tell you rather than bury it.

Cleanup takes time, and how much depends on how many months are open and how mixed the accounts are. A year of untangled personal and business spending is slower than a year of clean records. We will give you a realistic window, not a comfortable one.

Expect us to ask you questions. Some transactions are simply unknowable from a statement. A $2,400 charge could be equipment or a vacation. Your answers make the books accurate, and we will keep asking until they are.

Expect the results to be useful beyond taxes. Once the books are current, you can see what you actually earn, what you actually spend, and what your quarterly estimated payments should be.

That is the point of staying with it. Most people who end up owing the IRS did not plan to. The books drifted, the estimates got skipped, and a balance appeared at filing. Once you are cleared, ongoing bookkeeping is a large part of what keeps you in good standing, so the problem does not come back.