Small Business Bookkeeping That Stays Current All Year — Not Just at Tax Time

What's Included in Monthly Bookkeeping

Every monthly bookkeeping engagement covers the core work your business needs to stay financially organized:

• Transaction categorization — every income and expense entry coded correctly
• Bank and credit card reconciliation — accounts balanced and verified each month
• Accounts receivable and payable tracking — so you know what's owed and what you owe
• Monthly financial reports — a clear picture of where your business stands

We work with QuickBooks and comparable bookkeeping platforms, so if you're already using software, we can step into your existing setup. If you're starting from scratch, we'll help you get organized in a system that works for your business.

One Firm for Books and Taxes — No Translation Errors

Most bookkeeping headaches at tax time trace back to the same problem: the bookkeeper and the tax preparer are two different people working from two different sets of records. Details get lost. Entries get reclassified. Someone has to reconcile the gap.

Because we handle both bookkeeping and tax preparation under one roof, your financial records flow directly into your return. No duplicate entry, no handoff errors, no last-minute corrections in April. The same team that categorizes your transactions in February is the team that files your return in the spring.

For businesses that already work with us on tax services, adding monthly bookkeeping closes the loop entirely.

Bookkeeping That Fits Your Business, Not a Template

Small businesses in the Minneapolis metro don't all work the same way. A retail shop has different transaction patterns than a service-based contractor or a professional practice. We've worked with businesses across a wide range of industries since 1982, and we adapt our bookkeeping process to match how your business actually operates — your revenue cycles, your expense categories, your reporting needs.

If your books have fallen behind, we can help with catch-up bookkeeping to get records current before moving into a monthly cadence. Pricing varies based on transaction volume and complexity, and we're straightforward about that in our initial conversation.