Services

Bookkeeping

Clean books every month, so you know where the money went before anyone asks.

Confirm anything about taxes with your own CPA or licensed tax advisor before you act.

Last updated: 2026-10-26

Who it is for

Businesses with 20 or more employees where the owner or office manager keeps the books after hours, or where the books are months behind.

How it works

  • A bookkeeper records income and expenses as they happen.
  • Each month, every bank and card account is reconciled against its statement.
  • Payroll and benefit deductions are matched to the books, so what you withheld lines up with what you paid.
  • You get a profit and loss statement and a balance sheet every month.
  • At year end, your CPA gets clean books to work from.

What to bring to the call

  • The accounting software you use now, if any.
  • Your last bank and card statements.
  • Reports from your payroll provider.
  • A rough idea of how far behind the books are.

Questions owners ask

How often should the books be reconciled?

At least once a month, for every bank and card account.

Do we need to switch accounting software?

Not usually. Ask whether the bookkeeper works in the software you already use.

Can a bookkeeper catch up months of old work?

Ask whether catch-up work is part of the engagement, and get the scope and timeline in writing.

How does bookkeeping connect to payroll and benefits?

Payroll and benefit deductions show up as expenses and amounts owed in your books. A bookkeeper matches them each month so the numbers agree.

What is the difference between a bookkeeper and a CPA?

A bookkeeper keeps the day-to-day records. A CPA is a licensed accountant who prepares returns and gives tax advice.

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