Monthly bookkeeping for South Jersey small businesses, done in QuickBooks or Xero by people who also do your taxes — so the numbers are already right when March arrives.
Almost every expensive tax problem we untangle started as a bookkeeping problem. A miscategorised expense in June becomes a missed deduction in April, and a bank account nobody reconciled becomes three days of billable cleanup at exactly the moment you can least afford it.
Most businesses hire a bookkeeper in one place and a tax preparer in another, and pay for the gap between them twice — once in cleanup fees, once in missed deductions.
A bookkeeper closes the year. In March, the tax preparer opens the file, finds it categorised in a way that doesn’t suit the return, and bills you for the rework. Deductions that needed a decision in June are now unavailable. Nobody is at fault. Everybody loses.
The person categorising your expenses in June knows exactly which ones the CPA down the hall will want to see in April, and codes them that way the first time. There is no handoff, because there is nobody to hand off to.
Monthly bookkeeping starts at $350 a month for a business with one bank account and modest transaction volume, and scales with complexity rather than with the clock. You get a flat monthly fee agreed up front, so it is a line you can actually budget for.
Both, and we are certified in both. If you already have a file we will work in yours. If you are starting fresh, or your current file is a mess, we will set it up properly and we do not charge for the cleanup on new monthly clients.
It is a very common problem and it is fixable. We do catch-up bookkeeping regularly, reconstructing prior periods from bank feeds and receipts. Once you are current, the monthly service keeps you that way.
That is rather the point. Every month you get a profit and loss, a balance sheet and a short plain-English note telling you what changed and what to keep an eye on. If a line item looks odd, call us. Calls are never billed.
Thirty minutes, free, and genuinely no obligation. New clients get a no-charge review of their last two tax returns — we usually find something.