Monthly bookkeeping for small businesses in Midland, NC
Each month I categorize your transactions, reconcile your accounts, and prepare financial statements. You get current numbers during the year, and when tax time comes the books are already done.
Why monthly
Books that get caught up once a year tend to have mistakes nobody finds until the return is due. Kept monthly, a miscategorized charge or a missing deposit turns up within a few weeks, while you still remember what it was.
It also means you can see how the business is doing during the year, from financial statements that are current instead of a year old. I keep books for small businesses in Midland, Harrisburg, and Mint Hill.
Before you call
- What it costs
- TODO: pricing structure from Ryan (flat monthly fee, or by transaction volume).
- Software
- TODO: which accounting software Ryan works in, and whether he or the client holds the subscription.
- What I need from you
- Your bank and credit card statements each month, and a quick answer when a transaction isn't clear.
Start with a phone call
Tell me what needs to be filed and I'll tell you what to gather. Meetings are in person at the Midland office or by video.