Lane 03 · Bookkeeping
Numbers you can read, every month.
Not rebuilt every spring in a panic. Set up correctly, reconciled monthly, and delivered as statements that tell you something rather than a file you hand to someone else once a year.
What is included
Monthly bookkeeping
Reconciliation
Every bank, card and loan account reconciled monthly, so the balance on the statement matches the balance in the books.
Chart of accounts
Built for your business rather than the default template, which is why most files get messy in the first place.
Financial statements
Profit and loss, balance sheet, and cash position, delivered monthly in a form you can actually use.
QuickBooks setup
New file built properly, or an existing one migrated. We work in your file, not a copy you never see.
Catch-up and cleanup
Months or years behind is common and is not a reason to wait. Quoted separately so you can see what the cleanup costs on its own.
Year-end handoff
Books close and go straight into preparation without a second round of questions, because it is the same firm.
Why it matters more than people think
Bad books cost you twice.
Once in the cleanup, and again in every strategy that turns out not to be provable. Most planning work depends on the numbers holding up, and a file nobody trusts cannot support an S corp salary study, a cost segregation claim, or a defensible accountable plan.
See tax planning