You are doing it yourself, sort of
Transactions are in the software. That is not the same as a reconciled month. Memory fades, and a transfer coded as income becomes income.
Bookkeeping for owners who are behind
Closed months, payroll that matches the books, and a year-end package your tax team can file from.
We do the bookkeeping: categorize, reconcile, and hand a clean year to the tax team. We do not prepare the tax return, and we are not a CPA firm.
The calendar year closes on December 31, 2026. Months left open until then are months a tax team has to reconstruct later. This is a date, not a countdown.
Transactions are in the software. That is not the same as a reconciled month. Memory fades, and a transfer coded as income becomes income.
Tax work starts from whatever books exist. Cleanup at that point is reconstruction, under a deadline, at tax-prep rates.
Groceries, Amazon, and the business card in one account. It is embarrassing to hand over, and it is expensive to leave mixed.
An S corporation that skips payroll, or 1099 totals that do not match the books, is a problem your tax team should not meet for the first time in March.
Monthly, catch-up, payroll-ready, or a year-end handoff. We say if we can take the file. We do not start in the dark.
Reconcile the accounts, separate personal charges, and match payroll and contractor totals to the books. Questions get written down, not guessed.
A year they can work from: what is categorized, what is still open, and what we are not claiming. The return itself is their work, not ours.
Each close is reconciled to the statements, not a download that nobody looked at.
Behind is the normal starting point. We need the statements and your answers, not an apology.
Pay runs and contractor totals that agree with the books, so the tax team is not reconciling two stories.
Open questions are listed. We do not bury them in a folder and call it done.
The conversation is free. This form does not hire us and does not bill you.
We confirm scope in writing before any work starts. You can stop before that.
We are a bookkeeping practice. We are not a CPA firm and not an accounting firm. We do not prepare, sign, or file your tax return.
We do not promise a tax outcome, a deduction, or a lower bill.
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Your CPA can file from books someone else kept. If the books are not kept, the CPA spends the engagement reconstructing them. We do the bookkeeping. The tax team does the return.
Start with how far behind you are. We have no interest in a performance review of the last year. We need access and answers.
No. We prepare books the tax team can use. Filing, positions, and signatures stay with that team.
No. This is bookkeeping. Do not hire us if you need a certified public accountant to sign a return or an audit.
We do not publish a price on this page. Scope and price are in writing before work starts. Nothing here is an invoice.
No. The consent box is optional. If it is unchecked, we do not call, text, or email you. You still see the next steps on the next screen.
We are a bookkeeping practice. We are not a CPA firm and not an accounting firm.
We do not prepare, sign, or file tax returns.
All questions are on this form. You can answer them in order.