Books you can hand straight to your accountant
You have the bank statements, the receipts and maybe some software. What's missing is books you can trust at tax time. I build them from the raw documents, check the figures against where they came from and give your accountant something finished.
What this looks like
- A full year of books rebuilt from bank and credit card statements, including scanned pages
- Every account checked against its statements until the books balance to the penny
- A short summary for your accountant, listing the decisions that are theirs to make
- Records organized and ready to hand to whoever does your taxes
- Your full history pulled out of old accounting software before you cancel it, and checked against the software's own totals
Who this is for
Small business owners who are behind on their books, up against a tax deadline or about to cancel software that holds years of records. You don't need anything organized before we start. A folder of statements is enough.
If you're about to cancel a subscription, the free Before You Cancel worksheet lists what to save first. And if you run an accounting or bookkeeping firm, I also build tools that take repetitive work off your staff.
Where your data goes
Your files come onto my computer while I work on them, the same as they would sit on a bookkeeper's laptop. The computer is encrypted, and the key that unlocks it isn't kept on it. Where I use AI tools, I use the paid business versions that don't keep your data or learn from it, never the free ones.
I'll sign your confidentiality agreement. If you'd rather your files never left your office, I can work on your own computer remotely instead.
What you walk away with
Curious what's possible?
Let's talk.
Tell me where your books stand and when your deadline is. I'll tell you honestly what it takes to get them finished.
Get in touch