Bookkeeping

Monthly close, not a shoebox in March

We reconcile accounts every month, categorize spending, and flag anything that does not match the bank. You get a simple package: profit and loss, what is still uncategorized, and what we need from you. Tax season then starts from books that already exist.

QuickBooks that matches how you work

If you already use QuickBooks, we clean it. If you do not, we set it up around your actual accounts — operating, payroll, and sales tax — instead of a template with fifty unused items. We are not a software reseller pitching add-ons.

Reports you can act on

Owners ask whether they can hire, buy a truck, or take a distribution. The answer lives in the books. We write the monthly summary in English or Spanish so you can decide without decoding accountant slang.

Tied to tax and payroll

The same office that keeps the books also files the return and can run payroll. That means 1099s, W-2 wages, and owner draws are coded once, not reinvented in April by a stranger.

What’s included

• Monthly bank and credit-card reconciliation
• QuickBooks cleanup or new file setup
• Profit-and-loss and balance-sheet packages
• Catch-up bookkeeping quoted as a separate fixed project
• Handoff into tax prep without a second reconstruction

Who this is for

• Small businesses that have outgrown a spreadsheet
• Owners who only open QuickBooks when the IRS asks
• Companies that want books in English or Spanish
• Anyone preparing to hire payroll or form an S-Corp

How we work

1. 01 Consult

   A free 30-minute call, in person or online. We review your situation and quote a fixed fee before any work begins.

2. 02 Organize

   Upload documents to your secure client portal or drop them at our office. We sort, reconcile, and flag anything missing.

3. 03 File & Follow Up

   We file, confirm acceptance, and stay on call for notices, estimates, and next-year planning.