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Home / Services / Accounting and Bookkeeping

Accounting and Bookkeeping

Books closed on time, every month, ready for anyone to review.

Clean books are the foundation of every tax return, loan and sale. We run a disciplined monthly close, reconcile every account and deliver financial statements you can rely on, whether the reader is you, your banker or a buyer.

Book a consultation
Ongoing monthly. Catch-up typically 2 to 6 weeksTypical timeline
Businesses of any size in all 50 statesBest fit
Monthly fixed feeEngagement

Who it is for

Built for the decision in front of you.

  • Owner-led businessesStop running the company from the bank balance.
  • Companies behind on their booksCatch-up and cleanup, then a steady monthly rhythm.
  • Businesses moving to accrualGAAP-style statements lenders and buyers expect.

What is included

Scope

Monthly close by a set date

Typically within 10 to 15 business days of month end.

Bank and card reconciliations

Every account, every month.

Accrual adjustments

Revenue recognition, prepaids, accruals and deferred revenue.

Payables and receivables review

Aging reports and follow-up flags.

Monthly financial statements

P&L, balance sheet and cash flow with commentary.

Catch-up bookkeeping

Prior months or years brought current.

Deliverables

What you receive

Timeline: Ongoing monthly. Catch-up typically 2 to 6 weeks.

  • Monthly statementsDelivered on a fixed calendar.
  • Close checklistDocumented and repeatable.
  • Year-end packageTax-ready, with workpapers.

Questions

Frequently asked

How long does a monthly close take?

With timely access to bank feeds and documents, we target 10 to 15 business days after month end.

Can you fix books that are a year behind?

Yes. Catch-up bookkeeping is common. We reconstruct and reconcile the missing periods, then move you onto a monthly close.

Cash or accrual?

Cash basis is simpler, but accrual shows true profitability and is what lenders and buyers expect. We help you decide and convert when it makes sense.

Related services

Business and Individual Tax

Individual and business returns, planning, notices and representation across entity types and all 50 states.

CFO Advisory

Senior financial leadership without a full-time seat: forecasting, cash flow, KPIs and board and lender reporting.

The CFO Package

A monthly management package: financials, KPIs, cash forecast and commentary, prepared by our team and powered by Anodo.

Next step

Talk with an advisor about Accounting and Bookkeeping.

Thirty minutes, no obligation. You will leave with a clear view of scope, timing and fee.

A CPA on our team replies within one business day. We never share your details.

Thank you. We have your request.

A confirmation is on its way to your inbox, and a member of our team will be in touch within one business day. If timing is tight, book a call directly.