Most firms will do one or the other. When one team does both, the numbers tie out, nothing is lost in a handoff, and the return is the easy part instead of an April emergency.
→Get your books in orderQuickBooks Online · Cleanup · Monthly close · 1120-S · 1065 · 1040
A year of uncategorized transactions, bank accounts that were never reconciled, and receipts in three places. When the books are like that, the tax return becomes guesswork and the bill goes up because someone has to fix the year first. It does not have to be that way. Clean books make the return straightforward and give you numbers you can actually use during the year.
A chart of accounts built for your business, connected to your bank and card accounts, set up right from the start.
A year of messy books rebuilt, categorized, and reconciled, so you have a clean starting point.
Transactions categorized, accounts reconciled, and monthly financials delivered, so nothing piles up.
Books closed and reconciled before season, so your return is prepared from numbers that tie out.
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Access to QuickBooks Online, or wherever the books live now.
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You get a flat scope for cleanup and a monthly rate, both before we start.
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The chart of accounts, the categories, and every bank and card reconciliation.
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Monthly close, monthly financials, and books that are always ready for the return.
When the same practice keeps the books and files the return, you are not paying two firms to reconcile each other.
Small US business owners who want the books off their plate and numbers they can trust during the year.
Businesses with a backlog of uncategorized months that needs rebuilding before anything can be filed.
Owners who want the setup done correctly the first time rather than fixed later.
Anyone who wants tax-ready books without hiring for a seat the business does not need yet.
Bookkeeping is led by Julia Buinaya, a QuickBooks Online ProAdvisor with Intuit Certified Bookkeeping training. The books are kept to a standard that makes the tax return simple, and the same practice prepares the return, so nothing gets lost in a handoff between two firms.
Next step
We will tell you which forms apply and what it costs. No jargon, no obligation. Being years behind is a normal conversation here, not a confession.