Everything your books need, from one pair of hands

Five things. That is the whole list. I do them all myself, so the person who reconciles your accounts in March is the person who files your return in April, and she already knows what is in there.

most people call me about one of these and end up needing two

No job is too big or too small. I have said that since the beginning and I have never had to take it back.

Jump to: Bookkeeping, Set up and clean up, Payroll, Tax preparation, Business filings

Full charge bookkeeping

Every month I take your bank and card activity, categorize it, reconcile it, and hand you back a profit and loss statement and a balance sheet you can actually read. Full charge means I am running the whole set of books, start to finish, and I will tell you when something in them looks wrong.

You get your numbers by a set day each month. Not whenever. A set day.

Who it is for. Small businesses and contractors who are making money and have stopped being able to tell exactly how much. One checking account and a shoebox is the case this fixes.

I like a scoreboard, and a clean ledger is one

What is included

  • Bank and card reconciliation, every account, every month
  • Transactions categorized to a chart of accounts built for you
  • Accounts payable and accounts receivable kept current
  • A profit and loss statement and a balance sheet each month
  • A plain English note on anything that changed or looks off
  • Books kept ready, so tax season is a review, not a rebuild

What it costs

From $325 a month

Set once I see the volume of transactions and the number of accounts.

Starting figures, confirmed on your first call.

Tell me how many accounts you have

Set up and clean up

Two jobs that look different and are really one: getting your books to a place we can both trust. Set up is for a new business, or one that has never had books. I build the chart of accounts, connect the bank feeds, and get QuickBooks Online opened properly.

Clean up is for books that have drifted. Uncategorized transactions, duplicates, an account that has not matched in eleven months, a bookkeeper who left mid year. I go back as far as you need and get every month to balance. I have seen worse than yours.

Who it is for. Anyone who has said out loud "I need to deal with my books" and then not dealt with them. Also anyone whose last bookkeeper stopped answering.

this is the part people put off

What is included

  • A first look at what is there, before you commit to anything
  • A chart of accounts built for your business and your filings
  • QuickBooks Online opened, connected, and set up to stay clean
  • Every prior month reconciled back to the date we agree on
  • Duplicates removed, uncategorized entries and balances fixed
  • A written summary of what was wrong and what I changed

What it costs

From $85 an hour, or a flat quote

Once I have seen the file. You get the flat number before I start, not after.

Starting figures, confirmed on your first call.

Send me the last twelve months

Payroll

Payroll is the one where being a little bit late costs real money. Penalties on late deposits compound quietly, and most owners do not find out until a notice arrives.

I run your payroll on schedule, handle the withholding, and file the payroll tax returns that go with it. When the rules change for your state, you hear it from me before it matters.

Who it is for. Businesses with one employee or thirty. If you have been running payroll out of a spreadsheet and hoping, stop.

the penalties are what get people, not the payroll

What is included

  • Payroll run weekly, every two weeks, or twice a month
  • Withholding calculated and deposits made on time
  • Quarterly payroll tax returns prepared and filed
  • Year end forms prepared for your people
  • New hires added and departures handled without a scramble
  • Payroll tied into your books, so labor cost is right every month

What it costs

From $90 a month plus $9 per person per run Starting figures, confirmed on your first call.

Tell me how many people you pay

Tax preparation for individuals

Your personal return, prepared properly and filed on time. I go through what you bring me, ask about the things you did not think to mention, and file when it is right rather than when it is fast.

If your situation has something unusual in it, I will say so out loud before we get to the end, not after.

Who it is for. Individuals and families, including the ones with a side business, a rental, or a year that got complicated.

bring the letters you did not open, especially those

What is included

  • A conversation about your year before anything is entered
  • Your federal return prepared and filed electronically
  • Every document you sent, checked off against what it needs
  • A clear explanation of the result before you sign anything
  • A copy of everything, organized, for your records
  • A note about what to do differently next year, if there is one

What it costs

From $245 for a straightforward return

More with a business or a rental in it. You get the number before I start.

Starting figures, confirmed on your first call.

Book a call and bring last year's return

Quarterly and yearly business filings

The filings that keep your business current: quarterly estimates, sales tax where it applies, and the annual return for your entity.

The advantage of my doing this after keeping your books all year is that nothing is a surprise in April. We already know what the year looked like, because I told you every month.

Who it is for. Sole proprietors, single member businesses, partnerships, and small corporations who want the year filed by somebody who watched the year happen.

if you are paying estimates by guessing, we can fix that

What is included

  • Quarterly estimated payments calculated and filed on schedule
  • Sales tax returns where your business collects it
  • The annual return for your entity, from your own books
  • Owner compensation and distributions handled all year
  • A calendar of your deadlines, so nothing arrives as news
  • One conversation a year about what the next one should be

What it costs

From $450 a year, plus $135 a quarter for estimates

Priced once I see the entity and the volume.

Starting figures, confirmed on your first call.

Bring your entity type and last year's filing

Not sure which one you need

Most people are not. Tell me what is happening and I will tell you which of these five it is, or that it is none of them. Either way the call is free and it takes twenty minutes.

Book a free 20-minute call

Or call 386-344-7113. Texting is fine.