Bookkeeping That Works With Your Taxes, Not Against Them
Clean books. Fewer surprises. Better decisions all year.
Most business owners only look at their numbers when taxes are due or a lender asks for them. By then it’s stressful and expensive. Our monthly bookkeeping keeps your finances organized, tax-ready, and loan-ready, and because we’re also your tax strategists and mortgage team, your books are built with the end goal in mind.
Packages
For sole proprietors and small businesses with low transaction volume.
Monthly bank and credit card reconciliation
Categorized transactions
Monthly profit & loss statement
Year-end books delivered tax-ready
For growing businesses with more accounts, higher volume, or contractors.
Everything in Essentials
Balance sheet and cash flow reports
1099 contractor tracking
Quarterly check-in call to review your numbers and tax position
For businesses with payroll, multiple entities, or heavy transaction volume.
Everything in Growth
Payroll coordination
Multi-entity bookkeeping
Proactive tax planning touchpoints throughout the year
Behind on Your Books?
We handle cleanup and catch-up projects for businesses that have fallen behind. We’ll get you current, then keep you there. Ask about a cleanup quote.
Final pricing depends on transaction volume, number of accounts, and the current condition of your books.