Bookkeeping & Accounting for Business Owners and Business Professionals
Clean books, accurate financials, and monthly reporting, built in alignment with your tax plan from day one, so there are no year-end surprises.
Tax-Aligned Books
Your chart of accounts and categorization are built around your tax plan, not a generic template.
Financials Delivered Monthly
P&L and balance sheet delivered every month, so you always know where your business stands.
CPA-Managed, Not Outsourced
Harry oversees your books and strategy, our team keeps everything connected and tax-aligned.
Choose the level of support that fits your business.
From basic monthly bookkeeping to full controller services:
Hands-off monthly bookkeeping, delivered every month without the chase
We reconcile all accounts, categorise every transaction, and deliver your P&L and balance sheet by the 20th of the following month. Because your books are aligned with your tax strategy, year-end preparation requires no scramble.
- Monthly bank & credit card reconciliation
- Transaction categorization aligned to tax strategy
- P&L and balance sheet delivered monthly
- Tax-ready year-end close
How Our Bookkeeping Service Works
Kick-Off Call
We discuss your current setup, business goals, and what it will take to get your books accurate and current. If there is backlog, we scope the cleanup before anything else.
Setup & Implementation
We set up or clean up your QuickBooks Online file with a chart of accounts built around your tax strategy. Opening balances entered, prior periods reconciled, and everything brought current.
Ongoing Monthly Service
Every month we reconcile accounts, categorise transactions, and deliver your P&L and balance sheet. You stay informed without touching the books.
Why clean books are the foundation of every good tax decision.
Without up-to-date books, the questions that matter most go unanswered. Do you know if your business is profitable this month? Are you certain every deductible expense is being captured? Will you be ready for tax season without a scramble?
All of these questions have clear answers when your bookkeeping is maintained consistently. Because Harry handles your strategy and your books, every transaction is categorized with your tax outcome in mind, not just filed away.
Services & Software
- Monthly Bookkeeping & Reconciliation
- QuickBooks Online Setup, Cleanup & Management
- Outsourced Controller Services
- Tax-Ready Year-End Close
- Real Estate & Property Bookkeeping
- QuickBooks Online
- Buildium & AppFolio
- Excel & Google Sheets
Frequently Asked Questions
We have a proven track record.
Harry set up my QuickBooks, cleaned up two years of backlog, and now I get a clean P&L every month without touching anything. He also caught expenses my previous bookkeeper had been miscategorizing for years, which showed up as a real saving on my tax return.
Marcus T.
Business Owner
Having Harry do both my books and my taxes means nothing falls through the cracks. Year-end used to be a nightmare of trying to find receipts and explain transactions. Now everything is already documented and the return basically writes itself.
Sarah K.
Business Professional
Clean books are just the start.
Tax Strategy & Planning
Year-round proactive tax planning, built on the clean financials we maintain for you.
Learn MoreTax Preparation
Accurate returns prepared by the same CPA who manages your books. No surprises.
Learn MoreTax Resolution
IRS notice or audit? Harry handles resolution with full access to your financial history.
Learn MoreAudits and Attestation Services
Expert CPA-led audit defense, document preparation, and direct IRS representation.
Learn MoreYour CPA Filed the Return.
But Did They Build a Strategy?
Book a free 15-minute consultation with our team to review your current tax position, identify what may be missing, and see what a smarter year-round plan could look like.