Operations · Monthly or Project

Books That Close Monthly and Mean Something

Bookkeeping, financial reporting, AR/AP, and sales tax — run by a CPA, so your books and your tax strategy are never strangers.

Monthly bookkeeping & financial reporting

Clean, current books, closed monthly, with financial statements you can actually run the business on — profit & loss, balance sheet, and cash position, delivered with a note in plain English about what changed and why it matters. Need statements your bank will accept? See financial statement preparation. No more discovering your year at tax time.

Cleanup & catch-up

Books eighteen months behind? Bank feeds run wild? A balance sheet that hasn't balanced since the last bookkeeper left? Catch-up work is a fixed-scope, flat-fee project here: we reconstruct, reconcile, and hand back a clean set of books plus the tax filings that were waiting on them. No judgment — just a clear before-and-after and a system that keeps it from happening again, usually in QuickBooks.

Accounts receivable & payable

Invoicing that goes out on time, bills that get paid once (and only once), and an aging report someone actually reads. For owner-operated businesses we run AR/AP as part of the monthly engagement so cash flow stops being a mystery.

Sales & use tax

Registration, filing, and remittance for Maryland sales & use tax, and coordination of multi-state obligations for businesses selling across state lines — where economic nexus rules mean you can owe a state you've never set foot in.

Get your books current

Whether it's monthly service or an eighteen-month rescue, tell us where the books stand and we'll quote the fix.

Schedule a Consultation (410) 397-7360