Bookkeeping
Clean, accurate books maintained throughout the year. General ledger management, bank reconciliations, and monthly financial statements. Flat monthly fee with unlimited questions.
What This Is
Bookkeeping is the ongoing work of keeping your financial records accurate and current. Every transaction categorized correctly. Every bank account reconciled. Every credit card statement matched to actual expenses. At the end of each month, you get financial statements that tell you exactly where your business stands.
This is a monthly service, not a once-a-year cleanup. We maintain your books continuously so the numbers are always ready when you need them. Whether that’s for a loan application, a tax filing, or just understanding how last month actually went. Flat monthly fee based on your expense volume. No hourly billing surprises.
The Work
The Work
General ledger management and transaction categorization. Bank and credit card reconciliations every month. Accounts payable and receivable tracking. Monthly profit and loss statements and balance sheets delivered on a consistent schedule.
The Support
The Support
Unlimited questions included. That’s not a marketing line. You have questions about what a number means or how something got categorized. You ask. We answer. No watching the clock or worrying about extra fees for a five-minute phone call.
Why This Matters
Most business owners we meet are running their company based on their bank balance. They log in, see what’s there, and make decisions accordingly. The problem is that number tells you almost nothing useful. It doesn’t account for outstanding bills, pending deposits, or how much of that balance is actually profit versus money you owe in taxes.
Without accurate books, you’re guessing. You don’t know which jobs or products actually make money. You can’t tell if that new employee is paying for themselves or draining your margins. Come tax time, your preparer either charges extra to sort through the mess or files an extension while you scramble to reconstruct a year’s worth of transactions.
The Blind Spots
The Blind Spots
Revenue looks good but cash is always tight. You’re not sure if you should hire or hold off. That big project felt profitable but you’re not certain. Without monthly financial statements, these questions stay unanswered and the decisions get made on gut feeling instead of facts.
The Tax Season Problem
The Tax Season Problem
Messy books mean higher tax prep fees. Your preparer has to spend hours organizing before they can even start on the return. Worse, missed deductions and overlooked expenses mean you pay more in taxes than you should. Clean books kept monthly prevent both problems.
What Changes
Your books stay current every month. Not cleaned up once a year when taxes are due. Current. You can pull a profit and loss statement any time and see exactly how the business performed. You can look at your balance sheet and know what you own, what you owe, and what’s left over.
You also get someone who knows your business. Not a call center or a faceless service. An actual person who sees your numbers every month and can answer questions about what they mean. That’s the difference between a bookkeeping service and a financial partner.
Real Numbers
Real Numbers
Know your actual profit margin, not your best guess. See which months perform and which drag. Identify where you’re spending too much before it becomes a pattern. Make hiring and equipment decisions with data backing you up instead of hope.
A Partner Who Knows You
A Partner Who Knows You
We see your books every month. We know your business. When you call with a question, we don’t need twenty minutes of background. We already have context. And when tax season comes around, everything is already organized and ready for your return.
The Treasure Valley's Tax and Accounting Team
The Next Step:
A Short Conversation
Tell us what you're dealing with. We'll listen, answer your questions, and give you a straightforward quote.
