Bookkeeping

Are you a bookkeeper?

Probably not, and there is no reason you should be. We have found that most people know how to run their business successfully by doing what they do best, and that usually is not the books. We are here to help — categorizing your transactions properly so that at tax time you are not scrambling to build numbers from scratch.

How it works

We get you set up with software so that every time you spend money, the transaction is pulled in automatically. From there it is a matter of saying which category it belongs to — buy some Facebook ads and it lands in advertising.

Compare that with the usual approach: receipts in a drawer all year, then a frantic weekend in March finding them, sorting them, adding them up and writing totals onto an organizer. What if you simply did not have to do any of that? At tax time you answer a few questions and we pull the expenses straight from the software.

Reconciliation matters

Monthly reconciliation helps ensure your books are complete, accurate and able to support the amounts reported on your tax return. Most small businesses skip it. We do not — we reconcile the accounts, match the expenses to the return, and keep the supporting records in the shape you would want them if anyone ever asks to see them.

• Transactions imported and categorized every month, not every April
• Accounts reconciled monthly, so the books support the return
• Books matched to the return, so the two never tell different stories
• Numbers current enough to make a planning decision on