Bookkeeping
Clean books. Clear decisions.
We keep your books accurate and reconciled every month, so you always know where your business stands — and tax time is simple.
Prefer to talk? Call +1 (302) 202-2139
Service
Bookkeeping
What's included
- Transaction categorization
- Bank and credit card reconciliation
- Monthly profit & loss and balance sheet
- Catch-up and clean-up bookkeeping
- Year-end tax-ready books
Sound familiar?
Messy books create problems at tax time
- Months of uncategorized transactions
- Bank accounts that don't reconcile
- Missed deductions from poor records
- No clear view of profit and cash flow
The service
What's included
Our team has over a decade of experience with business bookkeeping, taxation and payroll. We categorize transactions, reconcile your accounts and deliver regular financial statements.
Because bookkeeping and tax sit under one roof, your books are prepared with your tax return in mind.
- Transaction categorization
- Bank and credit card reconciliation
- Monthly profit & loss and balance sheet
- Catch-up and clean-up bookkeeping
- Year-end tax-ready books
Who needs it
- Small businesses and startups
- LLCs and self-employed professionals
- Businesses behind on their books
- Owners who want monthly financial clarity
Documents to have ready
- Access to bank and credit card statements
- Accounting software access (if any)
- Sales and invoice records
- Receipts for major expenses
- Loan and asset details
Don't have everything? Start anyway — we'll tell you exactly what's missing.
Process
How it works
What to expect with our Bookkeeping service.
- 01
Tell us about your situation
Share a few details online or by phone so we understand what you need.
- 02
Upload your documents
Send your documents through our secure upload — from your phone or computer.
- 03
Professional review
We set up or review your books, then reconcile and categorize each month.
- 04
File & track
You receive regular financial statements and year-end books ready for your tax return.
The details
Forms, deadlines and common mistakes
What the Bookkeeping process involves, so you know what to expect before you start.
Forms involved
- Monthly reconciliations
- Bank and card accounts matched to statements
- Profit & loss and balance sheet
- The statements your business return is prepared from
- Form 1099-NEC
- For contractors you paid during the year
Key deadlines
- January 31
- Form 1099-NEC to contractors and the IRS (next business day if it falls on a weekend)
A due date on a weekend or legal holiday moves to the next business day. See all tax deadlines.
Common mistakes we fix
- Catching up a whole year of books in March
- Recording owner draws or loans as expenses
- Not collecting Form W-9 from contractors before paying them
Pricing
Fees depend on how complex your situation is — for example the number of forms, states, accounts or years involved. You get a quote before any work begins, and there is no charge for the first conversation.
Official sources
General information, not advice for your situation. Read our disclaimer.
Prepared by professionals. Explained clearly.
- Registered Electronic Return Originator (ERO) with the IRS
- Returns prepared by CPAs, CAs, EAs and PTIN-holding tax professionals
- Practice guided by IRS Circular 230
22,291+
Customers served
4.9/5
Customer rating
10+
Years of experience
.
Bookkeeping FAQs
Still have questions? Talk to our team
Get started
Tell us what you need
Share a few details and our team will contact you to discuss the right next step.
Ready to Get Your Taxes Sorted?
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