Bookkeeping & Financial Reporting
Accurate records and clear reports, so you always know where the business stands.
Books you can trust, reports you can read
Good bookkeeping is the foundation for everything else: tax returns, loan applications, budgeting and plain peace of mind. We keep your records current and turn them into reports that make sense to people who are not accountants.
We work in the accounting software you already use where we can, or help you choose one if you are starting out.
In practice
What is included
- Transaction recording Income and expenses recorded and categorized consistently.
- Account reconciliations Bank and credit card accounts reconciled to your statements.
- Regular financial reports Monthly or quarterly statements, explained in plain language.
- Clean-up work Help getting behind or messy records back into order.
- Year-end close Records finalized so your tax return can be prepared smoothly.
- Payroll records Payroll entries recorded and reconciled with your books. Ask us about payroll processing.
Questions about Bookkeeping & Financial Reporting
Do I need to use a specific accounting program?
No. We will tell you which programs we can work in. If you do not have one yet, we can talk through the options and what suits your business.
How often will I receive reports?
That is agreed when we set up the engagement. Monthly is common, and some clients prefer quarterly. We will recommend what fits the size of your business.
Can you catch up records that are several months behind?
Usually. We will review what exists, explain what it would take and give you a scope and fee before starting.
Would you like to talk it through?
Request a consultation and we will explain how we would approach it, and what it would cost.