How Long Have You Been Avoiding Your Books?
It's not too late to catch up.
No lecture, no shame. Just clean, accurate books that are ready for tax time, at a price you'll know upfront.
No obligation. We'll look at where things stand, talk about what needs to be done,
and answer your questions.
No Drama
Just solutions that work
Clear Pricing
Know what it costs before we start
One Firm
Bookkeeping + taxes under one roof
50 Years
In tax and accounting
Does any of this sound familiar?
You're not alone. If any of this rings true, it's not a you problem; it's a systems problem. And it's fixable.
You don't actually know whether the business is making money.
Personal and business expenses are mixed together.
Your accounts have never been reconciled, or not in months.
Tax season turns into a last-minute emergency every year.
But don't panic. We've seen this before, and there's a process for fixing it.
We'll tell you what it will cost before we start.
We don't touch a single transaction until you know what the cleanup will cost. Then we go to work getting your books current, accurate, and ready for tax preparation.
Depending on what we find, that may include:
Reconciling your accounts
Cleaning up transaction errors
Properly categorizing expenses
Separating personal and business activity
No guessing. No running meter. No surprises halfway through the cleanup.
Once you're caught up, we keep you that way.
It's easier to keep you out of trouble than to get you out of trouble. That's the whole idea behind our monthly bookkeeping plan: once your books are current, we make sure they stay that way, every month, without the year-end scramble.
You know where your business stands. Tax season becomes routine instead of an annual emergency.
One team. Clear pricing. No handoff.
Because we handle your bookkeeping and your business tax return under one roof, clients on a monthly plan also save on their business tax preparation.
Why? Because we already know your books. We're not starting from scratch at tax time or spending time figuring out someone else's bookkeeping.
How it works
Three simple steps to get your books back on track.
1
Talk to Paul
We'll find out where your books stand and what needs to be done.
2
Get a price upfront
You'll know what the catch-up work will cost before we begin.
3
Get caught up
Once your books are current, we can keep them that way with monthly bookkeeping.
This page is for you if:
Your books are behind and you're ready to get them current
You want one firm handling both bookkeeping and taxes
You're ready to fix it now, not "eventually"
You can turn around documents and answers within a few days, not a few months
And you don't have to know how to fix the books yourself. That's what we're here for.
Whether you're a few months behind or haven't touched the books in years, the first step is finding out what needs to be done.
Not sure how bad it really is?
The 12-Point Books Check shows you exactly where things stand. It looks at reconciliations, categorization, mixed personal and business expenses, missing records, and whether your books are tax-ready — all before you ever pick up the phone.
What our client say
Real feedback from business owners who trust us with their books, taxes, and financial planning.
“We were three years behind on our books and I didn't even want to think about it. Paul and his team got 2023, 2024, and 2025 caught up, cleaned up, and filed — S-corp and personal returns both. Now they handle our bookkeeping every month so I never fall behind again.”
Shea Luce
President
S & D RESTORATION SERVICES, INC.
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