Tax & compliance
Bookkeeping & Outsourced Accounting Services
Monthly bookkeeping
Accurate books, every single month
Bookkeeping is the foundation of every good financial decision — and it’s the first thing to slip when you’re busy running a business. We keep your books current and accurate every month: reconciling each bank and credit card account, categorizing transactions correctly and turning the results into financial statements you can actually read.
We work in QuickBooks Online or Xero, capture receipts with Dext and manage bills through Bill.com, so your paper trail stays organized and searchable. You’ll always know where your business stands — and at tax time, your return starts from clean, reconciled numbers instead of a scramble.
What’s included
Everything your books need — nothing you have to chase
Bank & card reconciliations
Every account reconciled monthly so your balances match reality.
Transaction categorization
Income and expenses coded correctly for clean reports and easy tax prep.
Monthly financial statements
Profit and loss, balance sheet and cash flow — delivered on schedule.
Budget reports
Budget vs. actual, so you can see where you’re ahead or behind.
Catch-up & cleanup
Months or years behind? We rebuild your books and get you current.
Accounts payable via Bill.com
Approve and pay vendor bills online with a clear audit trail.
Receipt capture via Dext
Snap a photo and it’s matched to the right transaction automatically.
Tax-ready year-end
Clean, reconciled books mean faster and more accurate tax returns.
Outsourced accounting
Choose the level of support you need
Basic
Clean books, tax prep and a quarterly check-in.
- Bank, credit card and electronic transactions reconciled in QuickBooks
- Tax preparation
- Monthly financial statements
- Monthly budget reports
- Tax planning
- General business consulting
- Quarterly video review of your KPIs
Standard
Everything you need to run payroll with confidence.
Everything in Basic, plus:
- Payroll preparation
- Payroll tax deposits and returns
- Employee e-paystubs
- Employer pay records
- W-2 preparation
- Pension remittance
Complete
A fully outsourced accounting department.
Everything in Standard, plus:
- Bill pay and vendor payments
- Credit card expense and receipt tracking
- Employee expense reports
- 1099 preparation
- Digital access to paid bills
FAQ
Bookkeeping questions
QuickBooks or Xero — which is better for my business?
Both are excellent cloud platforms and we support both. QuickBooks Online is the most common choice for U.S. small businesses and connects with most payroll and banking tools; some owners prefer Xero’s clean interface. We’ll recommend the best fit, or work in the one you already use. See our QuickBooks consulting services.
How far behind can you catch up?
As far as you need. We’ve helped businesses that were a few months behind and others that hadn’t reconciled in years. We start from bank and credit card statements, rebuild the records month by month and get you ready for tax filing.
How do I send you receipts?
Snap a photo with the Dext mobile app, forward receipts by email or upload them through your secure portal. Dext reads the details automatically, so nothing ends up lost in a shoebox.
Do you do bookkeeping monthly or quarterly?
Most clients choose monthly bookkeeping so their numbers are always current and useful for decisions. Quarterly service can work for smaller or seasonal businesses — we’ll recommend a schedule during your consultation.
Is bookkeeping a fixed monthly fee?
Yes. After reviewing your transaction volume and needs, we quote a fixed monthly fee — no surprise hourly bills. See our outsourced accounting packages for what each level includes.
Will I get reports I can actually understand?
That’s the point. You receive monthly financial statements and budget reports, and we walk you through them in plain English: what changed, why and what to do about it. For deeper analysis, add business advisory.