Services
Bookkeeping
Monthly close and clean, reconciled records, kept current through the year. The point is that nothing has to be reconstructed in March, and that you can see how the business is doing while you can still act on it.
What this covers
Monthly close
Transactions categorized and the books closed on a regular cycle, so the current month is not a mystery.
Reconciliations
Bank, credit card and loan accounts reconciled every month, which is what catches duplicates, missing deposits and quiet errors.
Clean chart of accounts
A chart of accounts that reflects how your business actually works, rather than the default list nobody ever revisited.
Cleanup and catch-up
Books that fell behind, or were never quite right, brought current and made reliable. This is common and it is fixable.
Ready for the return
Records maintained so the information your tax return needs is already there, organized and supportable.
Software you already use
Work is done in mainstream small business accounting software. You keep access to your own records at all times.
Who this is for
- Owners doing their own books at night and no longer wanting to
- Businesses whose records fell behind and need a catch-up before anything else can happen
- Anyone whose tax preparer starts every season by asking for things that should already exist
- Restaurants, professional services and real estate, where the detail is the whole job
What to have ready
- Access to your accounting software, if you have it
- Bank and credit card statements for the period being brought current
- Loan documents and payment schedules
- Payroll reports, if you run payroll
- A short description of how the business actually earns and spends
Do not worry if some of this is missing. Part of the job is telling you exactly what is still needed.
How it works
Look at what exists
A short call and a look at your current records tells us whether this is ongoing work, a cleanup, or both.
Get to a clean starting point
Accounts reconciled and history corrected so the books begin from something trustworthy.
Monthly rhythm
A regular close each month, with questions sent to you in one batch instead of one at a time.
Straight into filing season
Because the records are already current and reconciled, tax preparation starts from organized information.
Bookkeeping here means maintaining accurate, reconciled records and closing the month. This practice does not perform audits, reviews or compilations.
Other services
Tax preparation
Individual returns, Schedule C and E, S-corps and partnerships. Prepared, reviewed and e-filed by a licensed CPA.
Payroll
Pay runs, quarterly filings, and year-end W-2s and 1099s, with deposits made on schedule.
Arizona TPT
Transaction privilege tax registration and filings, including the city-by-city rates that catch out-of-state help.
IRS notices
A letter arrived and you would rather not read it twice. A CPA can respond and represent you directly.
Let's find out if we're a fit.
Twenty minutes, no charge. Bring last year's return and your questions, and you'll leave knowing what the work involves and roughly what it costs.