Small Business
You started a business, not a bookkeeping department. We handle the financial side so you can focus on the work that actually makes money.
The Reality
You handle sales. You handle operations. You handle customer service, hiring, marketing, and the hundred small fires that pop up every week. Somewhere in there, bookkeeping is supposed to happen. It gets squeezed into late nights, done in anxious bursts, or pushed off until the pile becomes impossible to ignore. You did not start your business to categorize transactions.
The problem is not laziness. It is bandwidth. Every hour spent reconciling bank statements is an hour not spent with customers or doing the work that generates revenue. So the books slide. Receipts accumulate in emails and glove compartments. The bank account balance becomes the only financial metric that feels real.
Who This Covers
Who This Covers
Service businesses, local shops, consultants, freelancers who have grown into real companies, and startups finding their footing. Any business in Scottsdale or Phoenix that needs financial order without adding another full-time responsibility to the owner’s plate.
The Pattern
The Pattern
QuickBooks was set up years ago but nobody is certain the categories are right. Receipts exist somewhere between email, the truck, and a kitchen drawer. You have a general sense of whether you are making money but could not state your actual profit margin with confidence.
What We Handle
We take bookkeeping completely off your plate. Monthly bank reconciliation, transaction categorization, accounts payable and receivable tracking. Your books stay current without requiring your evenings or weekends. You receive reports that actually tell you something useful about how the business is performing.
For businesses with existing messes, we diagnose first. Miscategorized transactions, unreconciled months, duplicate entries, accounts that do not match reality. We clean it up methodically and establish systems that prevent the chaos from returning. The goal is always simplicity.
Ongoing Bookkeeping
Ongoing Bookkeeping
Bank and credit card reconciliation every month. Transactions categorized correctly. Bills tracked, invoices followed up on. Books closed and ready for your review by the middle of the following month. Consistent, accurate, and current without your involvement.
System Setup and Cleanup
System Setup and Cleanup
QuickBooks Online or Xero configured properly for how your business actually operates. A chart of accounts that makes sense for your situation. If your existing books are a tangled mess from years of DIY attempts, we untangle them and get you to a clean starting point.
Common Problems
The most common issue is the bank account check. If there is money in the account, things must be fine. This assumption works until it does not. Cash and profit are not the same thing. You can be technically profitable but cash-poor because of timing. Or you can have money in the account while slowly losing ground through expenses that have never been examined closely.
Another issue is the QuickBooks situation that has grown out of control. You set it up five years ago, maybe watched a video online. Now there are duplicate vendor entries, transactions sitting in the wrong categories for years, and unreconciled months stretching back longer than you want to admit. The reports are meaningless because the underlying data is wrong.
Personal and Business Mixed
Personal and Business Mixed
Personal expenses run through the business account. Business purchases made on personal credit cards. It feels simpler in the moment and creates a documentation nightmare at tax time. The IRS expects clear separation between you and your company.
Tax Season Scramble
Tax Season Scramble
Bookkeeping gets pushed off all year. Then January arrives and you are reconstructing twelve months of transactions from bank statements and memory. Your accountant charges extra for the mess. Deductions get missed because the supporting documentation does not exist.
What Changes
You gain clarity. Monthly reports show actual revenue, actual expenses, and actual profit. Not a guess based on the bank balance. Real numbers that inform decisions about hiring, pricing, or whether that new opportunity makes financial sense. You stop operating on instinct and start operating on information.
Tax time becomes uneventful. Your accountant receives organized, reconciled books with proper documentation. No reconstruction project required. The conversation moves from fixing problems to discussing strategy and planning for the year ahead.
Mental Space
Mental Space
The low-grade anxiety of neglected books goes away. You are not wondering what the real numbers look like or dreading an unexpected letter. The financial side of your business is handled by someone whose job it is to handle it.
Foundation for Growth
Foundation for Growth
Whether you need a loan, want to bring on a partner, or are thinking about selling someday, clean financial records are the starting point. Banks, investors, and buyers all require organized books. You cannot make those moves with a mess.
Full-Service Bookkeeping for Greater Phoenix
The Next Step:
A Quick Conversation
Tell us about your situation. We'll listen, ask a few questions, and give you a clear price to handle the work.