Bookkeeping

Every bank and credit card account reconciled to the statement, not just to the feed. Accounts receivable and payable brought up to date. Any owner draws or contributions coded correctly rather than dumped in a suspense account. Loan balances agreed to the lender's figure so principal and interest are split properly. Then the statements. If your close is only the first of those, the statements are not reliable.

Yes, and without the lecture. Catch-up work is common and it is quoted separately from ongoing bookkeeping, because it is a different job. The important thing is to start, the cost of catch-up does not improve with age, and an unfiled or badly-supported return is a bigger problem than untidy records.

Both. We work in whichever platform you are already on rather than forcing a migration you did not ask for. If you are starting from scratch, we will set it up properly, which mostly means a chart of accounts that matches how you actually think about the business.

Because the numbers stop being retyped. When bookkeeping sits with one firm and tax with another, someone spends March reconciling two versions of the same year and asking questions the other firm already answered. When both sit together, the ledger flows into the return and the person preparing it already knows why that entry looks odd.

Quietly and then all at once. A misposted category or an unreconciled account does not announce itself; it repeats every month until something forces a look. By the time it surfaces, usually a loan application, a sale, or a notice, the correction runs back months and the cost is the cleanup plus whatever decisions were made on the wrong figures.