Cheaper tax preparation
Clean books cut preparation time substantially, and that shows up directly in the fee.
Accounting
The whole accounting function, without hiring for it
Reconciliation, statements, ledger and close — delivered on a published date each month, for less than a part-time bookkeeper costs.
Most owner-operated businesses do not need a full-time accountant. They need the work done properly, on time, by someone who will pick up the phone — and they need it to cost less than an employee.
We run the accounting function end to end: every account reconciled to the statement, a general ledger that stands up to review, financial statements you can hand to a bank, and a short written note each month on what actually moved.
Scope
What’s included
Bank and card reconciliation
Every account tied to the statement every month. If it does not reconcile, it is not finished.
Income statement
Revenue and expenses, with comparison to the prior period so trends are visible.
Balance sheet
Assets, liabilities and equity — what a lender, landlord or buyer will ask for first.
General ledger maintenance
Reviewed and corrected monthly, not reconstructed in March.
Cash flow reporting
Where the money actually went, which is rarely the same as profit.
Year-end package
A clean trial balance handed straight to tax preparation, adjusting entries already booked.
Outcome
Why it matters
Ready when a bank asks
Two years of statements already exist, already tie, and can be sent the same day.
One named accountant
You get a person who learns your business, with a senior reviewer behind them.
Process
How it works
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File review
We look at the current books and say honestly whether a clean-up is needed first.
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Set up
Chart of accounts rebuilt to fit your business, opening balances agreed.
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Monthly rhythm
Feeds, categorisation, reconciliation, close — on a calendar you can plan around.
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Review together
A short call each quarter to read the numbers and decide what they mean.
Suited to
Who this is for
- Owner-operated businesses from $100,000 to $20 million in revenue
- Companies whose bookkeeper left and never got replaced
- Owners doing the books themselves at eleven at night
- Businesses preparing for a loan, a lease or a sale
FAQ
Questions
Bookkeeping is the transaction work — categorising and reconciling. Small business accounting includes that and adds the general ledger review, the financial statements, the adjusting entries and the year-end package that tax preparation runs from. In practice most clients want the whole thing, which is why we price it as one service.
A fixed monthly fee based on transaction volume, number of accounts and how much complexity sits in the business — not on hours. We quote after looking at your actual file, and the figure does not move unless the business does.
Often needed alongside this
Other services
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
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Payroll Services
Running the numbers is the easy part. Staying on the right side of the EDD, wage orders, sick-leave accrual and worker classification is where employers actually get hurt.
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Business Tax Returns & Compliance
K-1s flow straight through to the owners without a hand-off — which removes the single most common source of filing errors in small business.
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.