Bookkeeping and Accounting Services

You need records, though not necessarily a monthly service. What you cannot do without is a clean separation between business and personal spending and evidence for what you deduct. A single mixed account is the most common reason a deduction cannot be substantiated. If you are genuinely low-volume, a year-end close may be enough.

Bookkeeping is the recording — categorising transactions and reconciling accounts so the numbers are complete and accurate. Accounting is what you do with those records: producing statements, interpreting them, planning tax and reporting. Reliable bookkeeping is the precondition, because accounting on unreliable books produces confident answers that happen to be wrong.

Yes, and it is common. We rebuild from bank and card statements and payment platform records, categorise the year, reconcile it and identify deductions that were never captured. It is priced per month of back records. Doing this before filing is almost always cheaper than filing on unreliable numbers and amending later.

We support sales tax reporting where you have an obligation, including tracking taxable sales by jurisdiction. Whether you have an obligation at all depends on economic nexus rules that differ by state and are triggered by sales volume or transaction count rather than physical presence, so a business selling online can acquire obligations in states it has never visited. We help identify where you have crossed a threshold.

The mainstream small business platforms, and we can work directly from bank feeds and statements where you do not use software at all. If you are choosing, we will suggest something proportionate to your volume rather than the most featured option, since the cost of over-specified software is usually paid in the time nobody spends maintaining it.