CAA · Annual Filing Season Program Enrolled Tax Professional

Bookkeeping & Accounting

Organized, accurate books give you a clear picture of your business finances and make tax season simple. We handle monthly reconciliation and reporting so you’re always in the know.

Good bookkeeping is the foundation of a healthy business. Without clean, up-to-date records, you can’t make informed decisions, prepare for tax season, or qualify for loans. We keep your books accurate and current all year long.

Our bookkeeping service is ideal for small business owners who don’t have time to do it themselves or who want a professional set of eyes on their financials each month.

Monthly Services Include

  • Bank and credit card reconciliation
  • Categorization of all income and expenses
  • Accounts payable and receivable tracking
  • Monthly profit and loss statement
  • Balance sheet reporting
  • Catch-up bookkeeping for prior months or years

Tax-Ready Books

Because we also prepare taxes, your books are organized exactly the way we need them at filing time. No scrambling for receipts or re-categorizing expenses — just a clean handoff from bookkeeping to tax preparation.