What we deliver every month
Bank and credit card reconciliation, transaction categorization, adjusting journal entries, and balance sheet plus profit-and-loss reports. Delivered within ten business days of month-end.
Catch-up bookkeeping
If your books are behind, we scope a one-time catch-up project before starting monthly service. We quote based on transaction volume and the number of accounts involved. Most catch-up projects cover one to three years.
Getting started
Onboarding starts with read-only access to your bank feeds and accounting file. We review the chart of accounts, fix the structural problems, and run the first month in parallel with your existing process so nothing falls through the gap. From the second month, the cadence is automatic.
What clean books actually get you
Current books are not just tidiness; they change what you can do:
- A tax return prepared from finalized numbers, not estimates
- Financial statements a banker will accept in a loan file
- Real margins by month, so pricing decisions come from data
- No March scramble to reconstruct the year from bank statements
Handoff to tax prep
Because we do both bookkeeping and tax, the year-end handoff is seamless. Adjusting entries for tax are posted in December; the tax return is prepared from the finalized books in February.
Common questions
- Do I have to use QuickBooks Online?
- We prefer QBO for ongoing bookkeeping. Clients on QuickBooks Desktop, Xero, or Wave are welcome. We don't take on clients using only spreadsheets for monthly service.
- How much does monthly bookkeeping cost?
- Typically $300 to $800 per month depending on transaction volume, number of bank accounts, and complexity. We quote fixed-fee after reviewing your books.
- What if my receipts are in a shoebox?
- That's a catch-up project. We handle digitization and categorization as part of that engagement.
Related
QuickBooks Setup & Support
QuickBooks setup, cleanup, and monthly reconciliation for small businesses. Chart of accounts, bank feeds, and monthly reports that match the tax return.
Small Business Payroll
Quarterly and annual payroll filings: Forms 940, 941, UCT-6, W-2, and 1099. We calculate, file, and make the tax deposits so owners can focus on growth.
Other services we offer
Payroll Verification Letters
Payroll verification and earnings letters for mortgages, leases, and immigration. Signed on firm letterhead, with most letters out within two business days.
IRS Audit Representation
Herman Viglione, EA, represents taxpayers in IRS and state audits. Correspondence, office, and field audits handled remotely for clients in any state.
IRS Notice & Letter Response
Responding to IRS notices (CP2000, CP14, CP504, LT11 and others) within the deadline, with proper documentation. You get a copy of the entire response packet.
Tax Relief & Back Taxes
Back tax filings, installment agreements, penalty abatement, and offer-in-compromise support for taxpayers behind with the IRS. We file first, then negotiate.