Services
Compare bookkeeping, tax preparation, and business advisory for current records, approaching deadlines, financial reporting, and operating decisions.
Keep records current, reconcile every material account, close each month, and produce reports that support tax work and business decisions.
Identify the taxpayer, return, tax year, records already available, missing information, prior-year issues, and filing deadline.
Use current reports and documented assumptions to examine cash flow, budgets, operating trends, and a specific business decision.
Choosing a service
Choose bookkeeping when the underlying records are behind, unreconciled, inconsistent, or not being closed on a predictable schedule. The work may be a one-time cleanup, a recurring monthly process, or a combination of both.
Choose tax preparation when a return, extension, notice, or document deadline is the immediate priority. The first step is to confirm the taxpayer, entity, year, jurisdiction, bookkeeping status, and records still missing.
Choose business advisory when the reports are current enough to support a defined question. Advisory explains cash flow, compares actual results with a budget, documents assumptions, and organizes the financial information behind an operating decision.
Before work begins
Your proposal explains the records and periods included, the deliverable, who performs and reviews the work, what you provide, the expected timing, the fee, and any work priced separately.
It also sets how documents are exchanged, starting with any files you attach to your request, and how open questions are tracked until the work is done.
Use the consultation checklistService questions
Each engagement is matched to your records, deadlines, and decisions, with the scope in writing.
Yes. A business may need cleanup before recurring bookkeeping, bookkeeping before tax preparation, or current reports before advisory. We separate each phase, deliverable, deadline, and fee so the order of work is clear.
Common factors include transaction volume, account count, record condition, catch-up periods, entity and return complexity, missing information, deadlines, reporting frequency, and the amount of review or analysis required.
Attach them to the request form on any page, up to 10 files at 20 MB each. Once the engagement starts, we agree on how ongoing records are exchanged.
It should identify the business, system, records, deadline, main problem, expected result, missing information, and the next step. It does not need to solve every accounting question during the first call.
Accounting resources
Compare the work, prepare your records, and bring the right questions to the first conversation.
Checklists
Use a monthly bookkeeping checklist to gather statements, reconcile accounts, review open items, and prepare a useful owner review.
Read guideChecklists
Prepare for a tax conversation with a clear record of the taxpayer, tax year, income documents, business records, notices, and missing information.
Read guideChoosing the right help
Compare bookkeeping, tax preparation, and business advisory so you can identify the work needed and clarify responsibilities before an engagement.
Read guideCatch-up work
Start with the last reconciled period, the accounts involved, and the missing records. Cleanup is scoped separately from the monthly routine.
Bookkeeping cleanupNot sure where to start?
Text Lily or Andrey, or use the form. A short description is enough to start; attachments are optional.
