Bookkeeping

Bookkeeping for Shelby small businesses, every month

Know where your business stands all year, not just at tax time. We keep your books accurate and ready for your return, your bank and your own decisions.

Live nearby or hours away? Most work can be handled by phone or video call, with documents shared through the secure portal link we email you.

Monthly or catch-up
Books and taxes in one office

Get my books caught up Call (704) 471-1414

Love them all they have been a blessing to me and my business.

Shielas Sheds · Google review

Is this you?

Sound familiar?

Your receipts live in a shoebox, a drawer or your phone.
You're months behind and it keeps getting harder to start.
Your bank or lender is asking for financial statements.
You spend evenings on the books instead of your business.
Tax time is always a scramble.

What's included

What our bookkeeping covers

Not sure which parts you need? Tell us where things stand and we will point you in the right direction.

Call (704) 471-1414

Recording income and expenses every month
Bank and credit card reconciliations
Monthly reports you can actually read
Catch-up bookkeeping for past months or years
Books organized and ready for tax time
Working in QuickBooks, or getting you set up in it

Behind on your books?

It's more common than you think. Call and we'll map out the fastest way to catch up.

Get my books caught up Call (704) 471-1414

Getting started

How we get you current

Talk it through.

Tell us about your business and where the books stand.

We get you current.

We organize what you have and bring everything up to date.

We keep it that way.

Every month your books are updated and reconciled, ready when you need them.

Not in Shelby? We work with clients across the US by phone or video call and through our secure client portal.

Why us

Your books and your taxes, in the same hands

When the person keeping your books also prepares your return, nothing gets lost between the two. Mark is an Enrolled Agent, our team is QuickBooks certified, and our office has served Shelby businesses since 2001.

Enrolled Agent · In Shelby since 2001 (25 years) · 5.0 on Google

Meet Mark

Our office at 724 South Morgan Street in Shelby

What bookkeeping costs

Bookkeeping is priced by the size of your business and how many transactions you have each month. Catch-up work is quoted once we see where things stand. You'll have a clear monthly price before we start.

Call for a price

Love them all they have been a blessing to me and my business.

Shielas Sheds · Google review

Questions

Questions we hear about bookkeeping

Still wondering about something? Call (704) 471-1414 and ask.

Is it worth hiring a bookkeeper?

If the books take time away from running your business, or you're behind, usually yes. Accurate books also make your tax return faster and help when you apply for a loan.

What's the difference between bookkeeping and accounting?

Bookkeeping records and organizes your transactions every month. Accounting uses those records for taxes, reports and planning. We do both, so your books and your return always match.

Can you catch me up if I'm months or years behind?

Yes. We'll start with what you have and work forward until you're current.

Do I need to use QuickBooks?

It helps, and we can set it up for you. If you use something else, tell us and we'll talk through the options.

How do I get my records to you?

Through our secure client portal, by drop-off at the office, or by connecting your accounts where that makes sense.

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