Bookkeeping
Accurate, current records of income, expenses, and accounts, reconciled regularly and ready when tax time arrives.
We record your transactions, reconcile bank and credit card accounts, and keep your ledger organized so that it reflects the true position of your business. Each period, you receive clear financial statements showing income, expenses, and balances. Well-kept books make tax preparation simpler and give you reliable figures when you apply for financing or plan ahead.
We begin by reviewing your current records and agreeing on how often your books should be updated. You share statements and receipts by the method that suits you, and we raise any questions as they arise. Should anything appear unusual, we explain it plainly and agree on the next step with you before making changes.
What is included
- Bank and credit card reconciliation
- Income and expense categorization
- Periodic financial statements
- Accounts payable and receivable tracking