Bookkeeping Services for Business Owners

Bookkeeping & Accounting Support for Business Owners

Accurate bookkeeping is the foundation of effective tax planning, reliable financial reporting, and better business decisions. Our bookkeeping services are designed for business owners who want more than basic data entry—they want clean financials, ongoing visibility, and a CPA firm that can coordinate accounting and tax together.

We provide bookkeeping as part of an ongoing relationship with our clients, not as a standalone or one-time service. This allows us to maintain consistency throughout the year, catch issues earlier, and make sure the numbers used for tax planning and tax filing are accurate.

All bookkeeping clients also work with us for tax preparation so accounting and tax reporting stay aligned.

Bookkeeping Engagement Options

We offer quarterly and monthly bookkeeping engagements depending on the size and activity level of the business. Quarterly bookkeeping is reserved for smaller businesses with lower transaction volume. Once activity reaches a certain point, monthly bookkeeping becomes necessary to keep the records accurate and useful.

Both options are available only when we also prepare the related tax return.

What’s Included in Ongoing Bookkeeping

Our bookkeeping work is designed to keep your records organized, your financials usable, and your tax filings better supported.

• Transaction coding and classification in the accounting system
• Bank and credit card reconciliations
• Draft financial statements for client review
• Question tracking through “ask my accountant” follow-up
• Year-end review for 1099 vendor filing requirements
• Senior Tax Manager review of books before tax preparation begins

How Our Bookkeeping Process Works

Our bookkeeping process is designed to be structured, collaborative, and efficient.

1. We begin by coding transactions in the accounting software.
2. We then reconcile the bank and credit card accounts.
3. Once the records are updated, we send draft financials to the client for review.
4. Along with the draft financials, we provide any transaction questions through our “ask my accountant” process.
5. If the client has changes, we can implement them right away or include them in the next cycle depending on priority.
6. At year-end, we review the books for 1099 filing requirements and finalize everything before tax preparation begins.
7. Before the tax filing process starts, each set of books is reviewed by the Senior Tax Manager for final approval.

Accounting Software & System Support

We support multiple accounting systems depending on the needs of the client:

• QuickBooks Online: Client pays for the subscription and can retain access to the file.
• Xero: Our firm pays for the subscription and the client does not have direct access.
• QuickBooks Desktop to Cloud Transition: We can assist clients in moving from QuickBooks Desktop to a cloud-based platform.
• QuickBooks Enterprise: Larger clients who host their own QuickBooks Enterprise file are also supported, provided we have our own login credentials.

Bank & Credit Card Access Requirements

Clients are responsible for granting us access to the financial information needed to maintain the books properly.

For bank and credit card accounts, clients must provide access as external or limited users with the ability for us to:

• Download statements
• Review check copies
• Access transaction detail needed for bookkeeping

We do not require bill pay authority by default. That can be added separately as an upgraded service if needed.

Communication & Responsiveness

Our team uses shared inboxes so requests can be handled by multiple team members when appropriate. This helps improve turnaround time and keeps communication moving, even when one person is unavailable.

That structure allows us to stay responsive while still maintaining internal coordination across the team.

Annual Bookkeeping Cadence

Our annual bookkeeping cycle is built around the natural tax and compliance calendar:

• January: 1099 filing
• February: BPOL filing
• March / April: Annual tax compliance
• April: BPPT filing
• May through November: Major adjustments, cleanup, and process improvements
• December: Year-end close process and 1099 vendor review

Catch-Up & Cleanup Work

We also perform annual bookkeeping cleanup work—but only as part of supporting an ongoing quarterly or monthly engagement.

For new clients, this often means starting with a cleanup project to get the books current and then transitioning into an ongoing service model.

Cleanup work is scoped separately based on the condition of the books and the amount of work required.

Who This Is For

Our bookkeeping services are designed for business owners who want accurate financials and an ongoing CPA relationship—not just basic transaction entry.

• Business owners who want reliable financial reporting
• Clients who also need tax preparation and planning
• Businesses looking to improve organization and visibility
• Owners who want accounting and tax coordinated in one place

We do not provide standalone bookkeeping services without an ongoing tax relationship.