Bookkeeping
Accounts reconciled and statements in your hands every month — not once a year when the return is due.
MoreClean books every month, a return prepared by the person who keeps them, and CFO-level help with the decisions in between.
Catch-up work is where most clients start. However many months back it goes, it gets reconciled and handed over balancing.
“Most people don't overpay because they did something wrong. They overpay because nobody looked until the year was already closed.”
Accounts reconciled and statements in your hands every month — not once a year when the return is due.
MoreCash flow, pricing and margins — plus the numbers behind a hire or a big purchase, before you make it.
MorePlanning through the year, while there is still something you can do about the bill.
MoreBusiness and personal returns, prepared by the same person who keeps your books.
MoreMost businesses hand their books to one person and their taxes to another, and the two never speak. Things get missed in that gap.
A free call. What the business does, what state the books are in, what made you look for help.
A fixed monthly rate, plus a one-off figure for any catch-up work. You see the number before anything starts.
Statements every month, planning before year end, and a return prepared from numbers I already trust.
It depends on transaction volume, how many accounts you run, and whether you want tax and CFO support alongside the books. I quote a flat monthly rate after reviewing your file — no hourly billing, no surprise invoices.
No, and it is the most common reason people call. I work back through the history, fix miscategorised transactions, reconcile the accounts, and hand you a file that balances.
Yes, and that is the point. One person on both means nothing gets lost in the handoff, and planning opportunities get spotted before the year closes.
Part-time, senior financial help — forecasting, budgets, pricing and margins, and the numbers behind a hire or a big purchase. If you make those calls on instinct today, it is worth a conversation.
Yes. Living in one state and working in another is normal around Hagerstown. The reciprocity and credit rules between MD, PA, WV and VA are routine work here.
No. Documents can be sent securely and everything runs by phone, email or video. If you would rather sit down in Hagerstown, that is easy to arrange.
Call 717-494-1473 or send a message. The first conversation is free.