Monthly bookkeeping
Your accounts reconciled every month, a clear profit and loss in your inbox, and books ready for tax time without a scramble.
Good books are what make everything else easy: a quick tax return, a loan application that goes through, and knowing whether last month was a good one. Most owners do not have the time to keep them. We do it monthly, so the numbers are always current.
Each month
We connect to your bank and card accounts, categorize every transaction, match receipts and bills, and reconcile each account to its statement. By the middle of the following month you get a profit and loss, a balance sheet and a short note on anything unusual.
Catching up
If your books are months or years behind, we start from bank statements and rebuild them. It is more common than you would think, and it is the first step toward a calm tax season.
What you get out of it
- A clear picture of profit, by month and by line of business.
- Sales tax and B&O figures ready for each filing.
- Records that hold up if the IRS or the Department of Revenue asks questions.