Bookkeeping
Taxes come around once a year — but your books need attention every month. Our bookkeeping service keeps your records clean, reconciled, and tax-ready all year long, so you always know where your business stands and never face a year-end scramble.
Why hand off your bookkeeping
Save hours every month
Spend your time running your business, not wrestling with spreadsheets and receipts.
Always tax-ready
Your books flow straight into our tax prep — no year-end scramble, no surprises.
Clear cash-flow picture
Monthly financial statements show exactly where your business stands.
Accurate & reconciled
Real numbers you can trust and make confident decisions on.
Local & personal
A real person in Athens who knows your business — not a faceless app or call center.
What’s included
- ✓ Monthly or quarterly transaction recording & categorization
- ✓ Bank and credit-card reconciliation
- ✓ Monthly financial statements (Profit & Loss, Balance Sheet)
- ✓ Accounts payable & receivable tracking
- ✓ QuickBooks setup, cleanup & ongoing support
- ✓ Catch-up & cleanup for books that have fallen behind
- ✓ General ledger maintenance
- ✓ 1099 tracking & preparation
- ✓ Sales-tax & payroll coordination with our other services
- ✓ Year-end, tax-ready books handed straight to our tax team
How it works
Give us a call
A quick, free conversation about your business and where your books stand today.
We get you set up
Fresh setup or a catch-up/cleanup to get your records current and organized.
We keep your books
We record, categorize, and reconcile your accounts every month.
You get clear reports
Monthly statements you can actually use — and tax-ready books at year-end.
Who it’s for
Bookkeeping FAQs
We’re behind on our books — can you help?
Absolutely. Catch-up and cleanup bookkeeping is one of the most common things we do. We’ll get your records current and organized, then keep them that way going forward.
Do I need to use QuickBooks?
We work with QuickBooks and can set it up or clean up your existing file, but we’ll meet you where you are. Give us a call and we’ll recommend the simplest setup for your business.
Should my books be done monthly or quarterly?
It depends on your transaction volume and how closely you want to track cash flow. We’ll recommend the right cadence when we talk.
Will this make tax time easier?
Yes — that’s a big benefit of using one firm for both. Your bookkeeping flows straight to our tax team, so your return is faster, more accurate, and free of the year-end scramble.
How do we get started?
Just give us a call. We’ll talk through your business and books and map out the right next step.
Ready to hand off the books?
Call us for more info — we’ll talk through your business and figure out the right place to start.
