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- What we do
- Accounting & bookkeeping
Books you canactually read.
We keep your books current every month, so you always know where your business stands and tax time takes days, not weeks.
- Small businesses
- Startups
- Nonprofits
- Professional services
- Monthly reconciliation
- Profit and loss reports
- Balance sheet
- Sales tax support
What is included
Monthly reconciliation
Bank and credit card accounts matched to your books every month.
Profit and loss reports
A clear monthly picture of income, expenses and profit.
Balance sheet
What the business owns and owes, kept accurate.
Sales tax support
Help with Maryland sales and use tax records and returns.
Clean-up of past months
Behind on your books? We catch you up first.
Year-end package
Everything your tax return needs, organised and ready.
A good fit if…
- Your books are months behind
- You are not sure if the business is making money
- Tax time means a box of receipts
- A lender or partner wants financial statements
What to have on hand
- Bank and credit card statementsLast 3 months to start
- Your accounting software loginIf you use one
- Last year’s business tax return
- Loan statements
- A list of regular vendors and customers
You are all set. Book a time and bring these along.
Missing something? Book anyway, we will tell you what is needed.
Your ticks stay on this device only. Please never email Social Security numbers.
Three steps
Book a consultation
We look at where your books stand today.
Catch up and set up
We clean up past months and set up a simple routine.
Monthly close
Each month we reconcile your accounts and send your reports.
Common questions
Do I need to use specific software?
No. We work with the common accounting tools and can recommend one if you do not have one yet.
How far behind can my books be?
We have caught up businesses that were a year or more behind. We start with a consultation to see the size of the job.
Will this help at tax time?
Yes. With current books, your business return can be prepared from clean numbers instead of a shoebox.
Other ways we help
Personal and business returns, prepared and e-filed.
Year-round moves that lower next year’s bill.
Pay runs, payroll taxes and year-end W-2s.
Practical advice on cash flow, pricing and growth.
The right entity, registered correctly from day one.
Ready to talk about accounting & bookkeeping?
Book a consultation in under a minute, or call the office. We reply within one business day.