Bookkeeping
Behind on your books? Bring us the shoebox.
No judgment. We have seen worse than yours, and catching people up is honestly some of our favorite work, because that is the day the dread stops. If you have been avoiding this because it makes your stomach knot up, you are not lazy and you are not alone. You are busy running the thing you are actually good at. Let us handle the part you hate.
Catch-up bookkeeping
Months behind? Years behind? We start where you are.
A lot of folks come to us with a box of receipts, a bank login, and a knot of dread. Some are a few months behind. Some have not touched it in years. It does not matter. We take the pile, sort it out, and get your books current, without one word about how far behind you let it get.
Here is what usually happens: the pile that felt impossible turns out to be a few afternoons of work for someone who does this every day. And once it is caught up, staying caught up is easy.
Monthly bookkeeping
Clean books, every month, explained by a person you know.
Monthly bookkeeping just means we keep your numbers current and accurate all year, so you are never scrambling in April and never guessing how the business is doing. We record what comes in and goes out, make your books match reality, and keep everything ready for tax time before tax time.
But clean numbers are not the whole job. Plenty of bookkeepers can record and file and hand you a report you do not understand. We explain your numbers in plain English until they actually make sense to you. That is the part most owners never get, and it is the part that matters most.
Every month
What lands in your inbox every month.
- Your books, current and accurate, with everything categorized.
- A plain-English summary of how the month went, in words, not just numbers.
- A real person to call or text with any question, no clock running.
- No surprises waiting for you at tax time.
You will never be the middleman between a bookkeeper who only records and a tax preparer who only files. We are both, so nothing falls through the middle.
QuickBooks cleanup
Is QuickBooks a mess? We can fix that.
QuickBooks is a great tool right up until it gets away from you. Miscategorized transactions, duplicate entries, a balance that has not matched your bank in months, and a monthly bill that keeps climbing while your understanding does not. It happens to almost everyone.
We go in, clean it up, make the numbers match reality again, and set it up so it stays clean. You keep the software you already pay for. You just stop dreading it.
Membership
Most bookkeeping clients pick a membership.
Once your books are clean, the easiest way to keep them that way is a membership: one flat monthly price that bundles your bookkeeping with year-round support and a person who already knows you. No contract, and you can plan around the cost even when your income comes in at harvest.
A flat monthly beats a shock bill at tax time, and it costs less than the hours, stress, and missed deductions of doing it yourself.
The dread stops the day you call.
Tell us where things stand, even if the honest answer is "it's bad." That is a fine place to start, and it is where a lot of our favorite clients started too.
Or come by the office: 109 East Ave North, Lyons.