Service 03
Records that are current, reconciled and easy to read, so you can see how the business is doing and file with confidence.
Bookkeeping is the steady work of recording what happens in the business: money in, money out and what is owed on either side. Done regularly, it makes tax filing simpler and gives you numbers you can rely on.
AD Accounting works in QuickBooks and supports businesses that need ongoing upkeep as well as those that need to repair or catch up their records. Anu Shah is also a Certified Bookkeeper (CB).
We look at your current records and software to understand what is current, what is behind and what needs correcting.
A clear chart of accounts keeps reports meaningful from one period to the next.
Transactions are categorized and accounts reconciled on an agreed schedule.
Financial reports such as profit and loss and balance sheet are available to support your decisions and your tax preparation.
A business tax return is only as reliable as the records behind it. When bookkeeping and tax preparation are handled together, questions about a transaction can be settled while the details are still fresh rather than at filing time.
Bookkeeping records and organizes transactions. It is separate from an audit, a review or a compilation of financial statements. If you need one of those for a lender or regulator, tell us so we can discuss what applies.
AD Accounting works in QuickBooks. If you use something else, contact us to discuss it.
Cleanup and catch-up bookkeeping are part of the service. The effort depends on the condition of the records, which we review first.
Records are needed whether or not you file once a year. Keeping them current through the year usually makes filing smoother.
Describe your situation by phone or email and we will talk through next steps.