Bookkeeping
Clean books, monthly close, actionable P&L.
Overview
Bad books are the root cause of most business tax problems — over-paid taxes, missed deductions, and IRS notices all trace back to messy accounting. We provide monthly bookkeeping, quarterly close, and catch-up cleanup so your P&L is accurate, your balance sheet reconciles, and your tax preparer has real numbers to work with.
What's Included
- Monthly bookkeeping with categorized transactions and reconciled accounts
- QuickBooks Online and Xero setup, cleanup, and migration
- Multi-year catch-up cleanup for behind-the-books businesses
- Monthly P&L, balance sheet, and cash flow statements
- Sales tax and 1099-NEC preparation support
Frequently Asked Questions
How much does monthly bookkeeping cost?
Monthly packages start at $350 and scale with transaction volume, number of accounts, and complexity. Every package includes reconciliation, categorization, and monthly financial statements. Custom quotes after a free books review.
Can you clean up years of neglected bookkeeping?
Yes. Catch-up cleanup — sometimes 2–5 years of back bookkeeping — is one of the most common engagements we take, especially when a business is preparing to sell, close a tax problem, or apply for financing.
Do you work in QuickBooks Online or Xero?
Both. We're QuickBooks Online ProAdvisors and Xero Certified Advisors. If you're on Wave, FreshBooks, or spreadsheets, we can migrate the file to QBO or Xero as part of onboarding.
Do I still need an outside accountant if you handle my bookkeeping?
You need someone to file the return — and we do that too. Many clients bundle bookkeeping and tax preparation so the same firm that owns the numbers files the return, which eliminates the handoff errors that cause IRS notices.
See our full Tax Resolution, Tax Prep & Bookkeeping FAQ.
Related Services
Bookkeeping Across Northeast Florida
We handle bookkeeping cases for taxpayers and small business owners throughout the Jacksonville metro. Choose your city for locally-tailored details, ZIP codes served, and city-specific FAQs.
Also serving all of Duval County, St. Johns County, Clay County, and Nassau County. See the full Jacksonville tax attorney overview.
Ready to talk about Bookkeeping?
Call now for a free case review. We'll pull your transcripts and show you exactly what your options are.