Bookkeeping

Clean Books, One Team, No Headaches

If your bookkeeping is behind, scattered, or just something you dread dealing with, you're not alone. Most small business owners we work with didn't start their company because they love reconciling accounts. We handle the books so you can focus on the business — and because we're also your CPA, the numbers we keep are the same numbers that go into your return, your financial statements, and your tax planning.

Behind on Your Books? We've Seen It All.

There's no judgment here. Owners come to us at all stages — some are a few months behind, some haven't touched their books in over a year, and a few have handed us a shoebox's worth of receipts before a filing deadline. We've sorted it out before, and we'll sort it out for you. Getting caught up is the first step, and we make it straightforward.

 

If your books need a cleanup before we can move forward — whether that's ahead of a tax return, a bank loan, or a financial statement — we handle that too. You don't need to have everything in order before you call us.

What Ongoing Bookkeeping With Our Firm Looks Like

Monthly bookkeeping through our office means your records stay current, your accounts stay reconciled, and you always have a clear picture of where your business stands. We work with you on a schedule that fits how your business runs.

 

Here's what we typically take care of:

 

  • Recording and categorizing income and expenses
  • Bank and credit card reconciliations
  • Accounts receivable and accounts payable tracking
  • Monthly or quarterly financial reports so you can see how the business is performing
  • Year-end books that are ready to go when it's time to file

Your Bookkeeper and Your CPA Are the Same Team

When your books are kept somewhere else, there's always a handoff — and handoffs create gaps. Numbers get recategorized, questions take longer to answer, and by the time your CPA sees the books, something has usually gone sideways.

 

When we keep your books, we also prepare your business tax return and your financial statements. The same team that records the numbers reviews them, plans around them, and files on them. There's no translation layer, no finger-pointing between vendors, and no surprises at year-end.

Clean Books Keep You Ready — for the IRS and the Bank

Lenders, bonding companies, and buyers all want to see financial statements built on solid bookkeeping. If you ever need a compilation or a review, the process is faster and less expensive when your books are already accurate and current. We offer both services in-house, so when the time comes, we're not starting from scratch.

 

Oregon's Corporate Activity Tax adds another reason to keep your books current. If your business is approaching or exceeding the $750,000 receipts threshold, you need to know where you stand before the end of the year — not after. Current books make that tracking simple.

Common FAQs

Frequently Asked Questions About Bookkeeping

  • Do I need a separate bookkeeper and a separate CPA, or can one firm do both?

    One firm can absolutely do both, and there are real advantages when they do. When your bookkeeper and your CPA are the same team, your numbers are consistent from the ledger all the way through your return and your financial statements. You also have one point of contact instead of two — which saves time and reduces the chance of things falling through the cracks.

  • My books are a mess. Is it too late to get caught up?

    It's not too late. Catch-up bookkeeping is something we handle regularly. Whether you're a few months behind or further back than that, we'll work through what you have, get the records sorted, and move forward from there. We're not here to lecture — we're here to help you get current.

  • What bookkeeping software do you work with?

    We work with the tools that make sense for your business. If you're already using something, let us know and we'll talk through whether it fits. If you're starting fresh, we'll point you toward what works well for businesses like yours.

  • How does bookkeeping connect to my business tax return?

    Your tax return is only as accurate as the books it's built on. When we keep your books throughout the year, we're already familiar with your numbers by the time tax season arrives — which means fewer questions, faster preparation, and a return you can feel confident in. It also gives us a clearer picture for year-round tax planning.

We’re here to help.