Before we can provide accurate and proactive bookkeeping for your business, we begin with a Diagnostic Review. Think of this as your financial health checkup. We dive deep into your current books to identify errors, missing transactions, and compliance risks that could cost you in taxes or penalties down the road. This review ensures we fully understand your company’s unique operations and gives you a clear, actionable overview of where your finances stand today – no surprises later. It’s the essential first step to creating reliable books you can trust for business decisions.

Once we’ve completed your Diagnostic Review, we move into the Cleanup phase. Cleanup is where we fix any errors, reconcile missing transactions, and bring your books fully up to date. Even if you’re switching from another bookkeeper, a cleanup is required because it ensures our firm stands behind the accuracy of your books moving forward. It’s like transferring your medical records to a new provider – we verify everything is complete, correct, and compliant so you can run your business with confidence and avoid IRS headaches down the line.

After your books are accurate and up to date, we provide ongoing Monthly Bookkeeping to keep them that way. This includes transaction categorization, reconciliations, sales tax filings, and payroll management to ensure your company remains compliant and financially healthy each month. With clean books handled by a professional, you’ll finally have peace of mind knowing exactly where your money is going and be able to focus on growing your client base rather than stressing over numbers.