Monthly bookkeeping
Income, expenses, and the accounts that have to match the bank. We close a month, post statements, and leave notes where a number needs a second look.
Services
The ordinary work of keeping a set of books.
We take the month from bank feed to statements, ask about the odd bill, and pack a year-end file your tax person can use. You see the work in the portal.
Bank and card reconciliation
Every statement should tie out. If it does not, that is a question for you in the portal, not a silent guess.
Bills
Vendor bills can sit in the portal. You approve what should be paid. We keep a record of what landed, what is waiting, and what is done.
Payroll support
If you already have a payroll service, we work with those files so wages, taxes, and the books agree. We do not replace your payroll company unless we later say we will.
Catch-up
A box of receipts, a year that got away, a file that was never closed. We will tell you how far back we can go before we start.
Year-end packet
A clean file for your tax preparer. We are not a CPA firm and we do not file your income tax return. We pack the year so the tax person is not hunting.
What we do not do
We keep books. We do not pretend to be your attorney or your tax firm.
- We do not file federal or state income tax returns.
- We do not give legal advice.
- We do not take over your computer.
- We do not list your name on a wall of logos.
If you need a CPA, a tax preparer, or a lawyer, we will say so. The portal can still be the place the packet lives.
How we charge is not on this page yet. There is no cart and no published menu of fees. Write the firm. We will talk through a monthly fee that matches the work, including catch-up if you need it.
If this sounds like the work you need, text the firm.
605-622-0001. Bring a recent bank statement and one messy month if you have them.