Absolutely! This is exactly what we specialize in. Whether your books are 2 months or 2 years behind, we’ve seen it all and we’re here to help, not judge.

We’ll work systematically through your backlog, organize everything, and get you completely caught up. Most catch-up projects take 2-4 weeks depending on complexity.

The result: Clean, accurate books ready for your tax preparer – no expensive cleanup fees!

When you provide clean, organized financials to your tax preparer, you avoid those costly cleanup fees that can range from $1,500-$3,000+ for messy books.

Our clients consistently tell us we’ve saved them thousands because their tax appointments go smoothly with everything already organized and categorized correctly.

Plus, you’ll have better deductions and won’t miss anything because everything is properly tracked throughout the year.

Bookkeepers properly record and categorize expenses, deposits, payroll entries, loans, equity transactions, bills to be paid, customer invoices, send statements to your customers, reconcile bank, credit card, and loan accounts, and then prepare the monthly financial reports.

Accountants perform income tax preparation, audits, reviews, compilations, or forensic accounting.

Think of it this way: Bookkeepers keep your financial house in order all year, accountants use that clean data to prepare your taxes efficiently.

A bookkeeper handles the day-to-day record keeping, which is much cheaper than having a CPA do it. Also, bookkeepers are more responsive than a CPA firm – we’re available for questions throughout the year, not just at tax time.

It’s also beneficial to have two separate sets of eyes on your books looking at things from different perspectives. Your bookkeeper catches issues early, your accountant focuses on tax strategy and compliance.

The bottom line: This team approach saves you money and gives you better financial management.

Within 24 hours on weekdays, next business day on weekends/holidays.

Unlike large CPA firms that might take weeks to respond, we pride ourselves on being accessible when you need answers. Most questions get answered the same day.

You’ll have direct access to me, not a phone tree or assistant who doesn’t know your business.

QuickBooks Online.

As a certified QuickBooks Online ProAdvisor, I can help you set up the system properly if you’re not already using it. QBO is cloud-based, secure, and lets us work together efficiently regardless of location.

If you’re currently using a different system, we can discuss migration options during your consultation.

Base price starts at $99 per month for basic monthly bookkeeping.

The exact cost depends on:

• Number of monthly transactions
• Complexity of your business
• How often you need reports
• Whether you need accounts receivable/payable management

Catch-up projects are quoted separately. Investment in professional bookkeeping typically saves 3-5x the cost in tax prep fees alone.

No judgment here! Every successful business owner I work with has been exactly where you are right now.

I’ve rescued books that were:

• 2+ years behind
• Never reconciled
• Mixed personal and business expenses
• Shoebox full of receipts
• Multiple failed DIY attempts

We’ll start fresh, get everything properly categorized and reconciled, and set up systems so you never feel overwhelmed again.

Taxes are not included in the bookkeeping services.

However, our clean, organized financials make your tax preparation much faster and cheaper. We prepare everything your tax preparer needs, often reducing their time (and your cost) by 60-70%.

We work seamlessly with your existing tax preparer or can recommend trusted local CPAs if needed.

Yes! While we’re based in Dallas, PA and love supporting local NEPA businesses, we work with clients throughout Pennsylvania and beyond.

All our services are available remotely through secure, cloud-based systems. You get the same personalized attention whether you’re down the street or across the state.

Many of our best long-term client relationships are with businesses we’ve never met in person!