Bookkeeping Services
Reliable Books for Clearer Decisions and a Less Disruptive Tax Season.
Monthly bookkeeping, cleanup, and catch-up work for small businesses that need organized, supportable, and tax-ready financial records.
Bookkeeping Should Explain the Business, Not Merely Collect Transactions
Dependable books require consistent categorization, reconciled accounts, supported balances, and a process for resolving questions. The goal is a financial record that management can understand and a tax preparer can use without reconstructing the year under deadline pressure.
The appropriate service depends on whether the records need to be repaired first or maintained on an ongoing basis.
Common Signs the Books Need Attention
- Bank or credit-card balances do not reconcile
- Owner transactions are mixed with business activity
- Income or expenses are duplicated or missing
- Loans, payroll, sales tax, or fixed assets are recorded incorrectly
- Financial statements cannot be explained or trusted
Choose the Bookkeeping Service That Matches the Records
Project-Based
Cleanup and Catch-Up
For businesses with incomplete, unreconciled, incorrectly categorized, or several months of missing bookkeeping.
- Assess the current file and required periods
- Reconcile bank and credit-card accounts
- Correct material categorization and balance issues
- Identify missing documentation or unresolved transactions
- Produce an agreed endpoint for current or prior periods
Ongoing
Monthly Bookkeeping
For businesses that want a recurring process to keep records current, reconciled, and ready for review.
- Monthly transaction categorization and review
- Bank and credit-card reconciliations
- Review of material balance-sheet accounts within scope
- Financial reports at the agreed frequency
- Questions and exception items routed for client response
The Process
A Defined Onboarding and Monthly Workflow
Assess the File
Review the accounting platform, entity, accounts, transaction volume, historical condition, payroll and sales-tax connections, and tax-return needs.
Define Responsibilities
Document which accounts and tasks are included, what the business must provide, who resolves questions, and the monthly cutoff dates.
Complete or Repair Starting Balances
Cleanup may be required before recurring work begins so that opening balances and prior activity are reasonably supportable.
Run the Monthly Close
Record and review activity, reconcile included accounts, resolve exceptions, and provide the agreed reports or completion notice.
Current Starting-Price Framework
These figures are provisional starting points and should be reviewed before activation.
| Cleanup or catch-up project | Starting at $500 |
| Monthly bookkeeping | Starting at $350/mo |
Final pricing depends on transaction volume, number of bank and credit-card accounts, payroll and sales-tax activity, entity structure, integrations, historical condition, reporting requirements, documentation quality, and the number of unresolved items. A starting price is not a binding quote.
Items That Require a Separate Scope
- Tax-return preparation or tax planning
- Payroll processing or payroll-tax corrections
- Accounts receivable, bill payment, or collections
- Inventory systems, job costing, or complex allocations
- Financial-statement assurance, audit, review, or compilation services
Specific inclusions and exclusions should be stated in the engagement agreement.
Service-Quality Commitment
Work will be performed according to the agreed scope using reasonable professional care. Material questions, missing records, and unresolved discrepancies will be communicated. If work within the agreed scope requires correction because of an identified service error, the correction will be addressed without charging again for the same corrective work. This is not a guarantee that records supplied by the client are complete or that every accounting or tax issue will be detected.
Secure Record Handling
Do not send bank statements, account credentials, tax documents, payroll records, Social Security numbers, or other sensitive information through ordinary email or public website forms. Records and access should be provided through approved secure systems.
Is This Service a Likely Fit?
Likely a Good Fit
- The business uses a supported cloud accounting platform
- Owners keep business and personal activity reasonably separate
- Records and explanations can be provided on schedule
- The desired work can be defined in a recurring or project scope
May Require Another Solution
- Daily operational accounting or full-time controller coverage is required
- The business needs an audit, review, or other assurance service
- Records cannot be obtained or transactions cannot be explained
- The engagement depends on guaranteeing a tax, lending, or financial result
Service is based in New Albany, Indiana, with remote work available where the systems, records, and engagement are suitable.
Need Cleaner or More Dependable Books?
Schedule a bookkeeping consultation to review the current records, identify whether cleanup is needed, and determine an appropriate ongoing or project scope.
Website content is general information and does not create an engagement, promise a particular financial result, or replace a written service agreement.