Accounting & Operations
Bookkeeping & Accounting Services
Three tiers of bookkeeping support, from monthly essentials to full-service financial management, sized to your business.
All Accounting & OperationsWhat this is
Accurate, reconciled books maintained by our accounting team and reviewed against your tax plan, so the strategy we built is actually reflected in the numbers all year.
What is included
- Monthly reconciliation of bank, card and loan accounts
- Chart of accounts built for tax strategy, not just for history
- Monthly financial statements you can actually read
- Clean-up and catch-up work for neglected books
- Coordination directly with the CPA preparing your return
Who this is for
- Owners whose books are behind or rebuilt every spring
- Businesses with multiple entities or intercompany activity
- Anyone whose CPA and bookkeeper never speak to each other
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
Related services
Payroll Services
Accurate, on-time payroll for your team, with the federal, state and local filings handled for you.
Learn moreQuickBooks Setup & Training
QuickBooks set up right from day one, or cleaned up if it is already a mess, plus training so your team can use it.
Learn moreMonthly Financial Advisory
Ongoing CFO-level guidance: monthly review meetings, KPI dashboards and forward-looking planning instead of rear-view reporting.
Learn more
Free consultation, up to 60 minutes
Talk through bookkeeping & accounting services with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.