--- title: "Bookkeeping" description: "Monthly and catch-up bookkeeping from a Shelby, NC office serving small businesses nearby and remotely. Books and taxes stay in the same hands." url: https://markpattyaccounting.com/services/bookkeeping lang: en last_modified: 2026-09-30 --- # 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. - Monthly or catch-up - Books and taxes in one office ## 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 our bookkeeping covers - 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 ## How we get you current 1. **Talk it through.** Tell us about your business and where the books stand. 2. **We get you current.** We organize what you have and bring everything up to date. 3. **We keep it that way.** Every month your books are updated and reconciled, ready when you need them. ## 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. ## 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. ## Common questions ### 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. --- Mark Patty & Associates, LLC 724 South Morgan Street, Shelby, NC 28150 Phone: (704) 471-1414 Hours: Monday to Friday, 8:00 AM to 5:00 PM. After hours by appointment. Page: https://markpattyaccounting.com/services/bookkeeping