BOOKKEEPING
Books you can count on, kept current every month.
Good planning starts with good numbers. Every month we either keep your books for you, or we look over the books your own bookkeeper keeps. Either way, someone is checking your numbers every single month, not just at tax time.
TWO WAYS TO WORK TOGETHER
You choose who keeps the books. We make sure they’re right.
We keep your books
Every company, and for investors every property, kept month to month
Your bank and card accounts matched to the books each month
Money moved between your companies written down as it happens
Closing statements kept on file for each property you buy or sell
We watch the books your team keeps
Your bookkeeper keeps doing the day-to-day work
Every month we look over the numbers and flag what’s off before it builds up
A lower starting price: from $2,000, $4,000 or $7,500 a month, depending on your level
WHY EVERY MONTH MATTERS
Planning in June needs June’s numbers.
Better planning. I can only tell you a move will help if I can see where your year stands.
Problems caught early. A missed deposit or a mistake found in May is a small fix. Found the next April, it’s a big one.
An easier tax season. When the books are current all year, your returns aren’t waiting on a cleanup.
GOOD TO KNOW
Behind on your books? That’s all right.
Catching up — Books that are behind are quoted before we start and spread over your first three months.
Included in every business level — Bookkeeping, or monitoring yours, is part of Foundation, Growth and Enterprise. See pricing.
What we hand off — Reviewed or audited financial statements come from an independent CPA firm. We’ll introduce you to one, and you engage them directly.
Let’s look at your books together.
Thirty minutes, no charge. Tell me what you own and who keeps the books today, and I’ll tell you straight whether I can help.