We provide bookkeeping and accounting services designed to help business owners maintain accurate financial records throughout the year.

Depending on your needs, services may include:

·         Transaction categorization

·         Bank and credit card reconciliations

·         Monthly financial statements

·         Adjusting journal entries

·         Account cleanup

·         Financial reporting

·         Ongoing accounting support

Our goal is to provide reliable financial information so you can make informed business decisions and stay prepared for tax season.

For most businesses, bookkeeping should be updated at least monthly.

Keeping your records current helps identify potential issues early, provides accurate financial reports, and makes tax preparation significantly easier. Waiting until year-end often results in more time, higher costs, and additional corrections.

Bookkeeping focuses on accurately recording your business's financial transactions.

Accounting involves reviewing, analyzing, and interpreting those records to produce meaningful financial statements and help guide business decisions.

Both are important, and together they provide the financial foundation for your business.

Yes.

Accounting software is a valuable tool, but it doesn't automatically ensure your records are accurate.

Transactions still need to be categorized correctly, accounts reconciled, and financial statements reviewed. Regular oversight helps identify errors before they become larger problems.

Absolutely.

Whether you're a few months behind or several years behind, we can evaluate your records and recommend the best approach to bring your books up to date.

Every cleanup project begins with an assessment of your records so we can determine the scope of work and provide realistic expectations.

We primarily work with QuickBooks Online, as well as other popular software.

If you're using different accounting software, contact us to discuss your situation. We may still be able to assist depending on your needs.

Clients receiving ongoing bookkeeping services typically receive monthly financial reports that may include:

• Profit & Loss Statement

• Balance Sheet

• Other reports appropriate for your business

These reports help you understand how your business is performing and provide the information needed for tax planning and decision-making.

It's common for businesses to discover errors, incomplete reconciliations, duplicate transactions, or incorrect account classifications.

We can review your existing records, identify issues, and make the necessary corrections so your financial statements accurately reflect your business.

Yes.

Bank reconciliations are one of the most important parts of accurate bookkeeping.

If your accounts don't reconcile, we'll identify the cause of the differences, correct errors when appropriate, and work toward bringing your records into balance.

Yes.

Many clients choose to have both their bookkeeping and tax preparation handled by our firm.

Having accurate bookkeeping throughout the year often results in a smoother tax preparation process, more reliable financial information, and fewer surprises at tax time.

Not necessarily. Electronic records can be acceptable, provided your recordkeeping system preserves complete and accurate information that can be accessed when needed.

Yes. The IRS recommends keeping copies of filed tax returns because they can help with future return preparation and amended-return calculations.

Generally, keep records related to property until the period of limitations expires for the year in which you dispose of the property. These documents may be needed to establish basis, depreciation and gain or loss.

Before destroying them, determine whether another requirement applies. Insurance companies, creditors and other parties may require documents to be kept longer than the IRS does.

It depends on what the record supports. While three years applies in many situations, some federal tax records must be retained longer. Employment-tax records generally must be kept for at least four years, certain circumstances have six- or seven-year periods, and records relating to business property may need to be retained until after the property is disposed of.