Bookkeeping
Monthly Bookkeeping for Small Businesses in Lenoir, NC
Every transaction categorized, every account reconciled, and a set of financial statements each month that tells you whether the business made money. Done by the same person who will prepare your tax return.
The Monthly Rhythm
- I categorize transactions
- I reconcile the accounts
- I send you financial statements by the middle of the following month
If Any of This Sounds Familiar
You do the books yourself, late at night, and you're not sure they're right.
You have a bookkeeper, but the reports come late or don't make sense.
Your tax preparer asked for "the books" and you sent a bank statement.
You know what's in the bank, but you don't know what the business earned.
Then it's time to hand the books to someone who keeps them current every month and prepares your return from them.
Book a CallWhat's Included Every Month
- Transactions categorized in QuickBooks Online
- Bank and credit card accounts reconciled to the statements
- Profit and loss statement and balance sheet, with a short note from me on anything unusual
- Questions about unclear transactions, asked in one monthly batch
- A year-end package for your tax return, which I'll be preparing, so it's already in order
Also Available
- Invoicing and bill tracking (accounts receivable and payable)
- 1099 preparation in January
- Payroll setup through a payroll provider, reconciled with the books each month
Why Not Just Use an App?
Software categorizes transactions. It doesn't notice that:
- A client paid you twice
- A subscription you cancelled is still billing
- Your office supplies line has a laptop in it that should be handled differently for taxes
I look at the books the way someone who has to sign the return would, because I'm the one signing it.
Books That Are Behind
Months behind, years behind, or kept in a way that doesn't add up: the first job is a cleanup. I'll review what exists, tell you what it will take to get current, and quote it as a one-time project. Once you're caught up, the monthly work begins.
I Review What Exists
I Quote It as a One-Time Project
Once You're Caught Up, the Monthly Work Begins
How Bookkeeping Is Priced
I charge a flat monthly fee based on the number of accounts and the volume of transactions. I quote it after looking at your books, and it stays the same each month unless the business changes in a way that changes the work. Cleanup is quoted separately.
Common Questions
How Often Will I Hear From You?
Once a month with your statements, plus a note whenever I have a question about a transaction.
Can I Keep My Current Software?
Usually. If it can reconcile accounts and produce a balance sheet, we can work with it. If it can't, I'll recommend a move and handle it.
What If I Only Need Help Once a Year?
If you keep your own books and want them checked before your return, that's a one-time review project. Ask me about it.
Let's Look at Your Books
Send a note about the business and how the books are handled now. I'll tell you what it would take to get them right and keep them that way.