No. My role is to ensure your books are accurate, consistent, and reliable so tax filing is smoother and more efficient. I’m happy to coordinate with your tax accountant or simply provide clean, well-organized books for them to work from.

You can, but tax-time bookkeeping is focused on filing an accurate return, not on producing clear, decision-ready financial statements. When books are handled only for tax purposes, transactions are often grouped in whatever way supports filing the return, even if that structure isn’t very helpful for understanding how the business is actually performing. CPA-led bookkeeping keeps the books organized around the business itself, so your financials are useful throughout the year, not just at tax time.

A CPA brings professional judgment and oversight to the books, not just transaction entry. Bookkeepers typically focus on recording what happened, entering transactions, categorizing them at face value, and producing reports. Many clients come to me after paying less upfront, only to spend more later fixing unclear or inconsistent books. My role is to prevent that by focusing on accuracy and structure, from the start, not just data entry.

Cleanup and catch-up work varies in cost because it’s driven by complexity, not just the number of months involved. Some projects involve straightforward transaction corrections, while others require restructuring how activity is recorded so the books function reliably as a whole system, not just something that’s sufficient for tax filing. Because cleanup projects can focus on very different outcomes, pricing can vary widely. For that reason, cleanup work is scoped individually and priced as a fixed fee, with the goal of delivering financials you can confidently rely on going forward.

Payroll setup can be handled as a separate service if needed. Most clients use a payroll provider such as Gusto, and I coordinate as needed to ensure payroll is recorded correctly in your books. Setup services are priced separately based on the number of employees.

Form 1099 preparation and filing are available as a separate service and priced based on the number of recipients and completeness of records.

Books you can rely on don’t just show numbers. They explain what’s happening in your business. Many businesses have up-to-date books, but still don’t have financials that tell a clear story because transactions may be categorized inconsistently or important patterns get buried in broad totals.

I structure income and expenses so trends are visible over time, so you can quickly see what’s working, what’s costing more than expected, and why cash sometimes feels out of sync with profit. The goal is financials that answer questions, not just numbers on a report.

My primary focus is CPA-led bookkeeping, cleanup, and ongoing oversight. For existing clients or referral-based engagements, I’m happy to discuss limited-scope advisory work when it’s a good fit, such as financial reviews, cash flow analysis, or helping interpret financial statements for planning or decision-making.