Small business accounting, kept current in QuickBooks.

Small business accounting is the ongoing work that keeps your books reflecting what actually happened — income and expenses categorized correctly, every bank and card account reconciled to its statement, and a clear monthly picture of what you earned, what you owe, and what you have. For a small business it’s the difference between numbers you can make decisions on and a once-a-year reconstruction that’s already out of date by the time you see it.

It isn’t one task — it’s a set of them that fit together: bookkeeping is the foundation, reconciliation is what makes it trustworthy, financial statements are what you actually read, and payroll, sales tax, and advisory layer on as the business needs them. What it is not is filing your taxes. Keeping the books and filing the return are two different jobs: we do the first, in QuickBooks, with a named Certified ProAdvisor; a CPA does the second, and we coordinate directly with yours so the return is built on books that already tie.

Included 01 · Bookkeeping kept current

Every transaction categorized correctly and on a regular cadence — income, expenses, transfers, and owner activity — so the books reflect what actually happened rather than a year-end scramble. This is the foundation everything else rests on.

Included 02 · Reconciliation that ties

Each bank, credit-card, and loan account reconciled to its statement so the balances in QuickBooks match reality. Reconciliation is what turns “the numbers look about right” into numbers you and a CPA can actually trust.

Included 03 · Monthly financial statements

A profit & loss, balance sheet, and cash position each month — the report set that shows what you earned, what you owe, and what you have. Delivered in plain terms, not just exported PDFs.

Included 04 · Payroll coordination

Coordination of your payroll so wages, taxes, and liabilities land in the books correctly and reconcile cleanly. We work alongside your payroll provider; running payroll itself stays with the provider you choose.

Included 05 · Sales-tax tracking and filing support

Sales tax tracked as it accrues and the data prepared so returns are filed accurately and on time — including multi-state where you have nexus. Accurate books are what make a clean sales-tax filing possible.

Light advisory · Light advisory on what the numbers mean

A regular read on the trends in your own statements — margin, cash runway, where costs are drifting — so the books inform decisions instead of just satisfying the IRS. Deeper, project-level advisory is available as a separate engagement when you need it.

Owner-operators past the spreadsheet stage

You’ve been running the books yourself in spreadsheets or by memory and it’s no longer keeping up. You want them kept current and reconciled by someone certified — without the cost of an in-house bookkeeper.

Small teams that need real statements

The business is making decisions — hiring, pricing, financing — that need a reliable profit & loss and cash picture each month, not a once-a-year guess. You need books a lender or CPA will take seriously.

Growing businesses adding complexity

Payroll, multiple accounts, sales tax in more than one state, or job-level costing have crept in, and the books need to scale with that complexity instead of breaking under it. You want support that grows as you do.

Small business accounting only works when you know who is actually doing it and where. The work is done in your own QuickBooks file — Online or Desktop — by a named Certified QuickBooks ProAdvisor with active certifications, against a written scope, on a monthly cadence, so the books are always current rather than reconstructed at year-end. We coordinate payroll and sales-tax data so it lands correctly, and we hand reconciled, return-ready books to your CPA at tax time. Independent firm — not Intuit, and not a CPA or tax-filing firm; filing the income-tax return stays with the CPA.

Accounting services hub

The full Accounting silo — every service we offer and how they connect. Start here if you want the complete picture of what an independent ProAdvisor firm handles beyond the small-business overview.

Bookkeeping services

The foundation of small business accounting — transactions categorized and accounts reconciled on a monthly cadence. Where to go when bookkeeping is the specific need.

All accounting services

The service-by-service detail — financial statements, payroll coordination, sales tax, advisory, and more — for when you want to scope one piece of the support rather than the whole engagement.