“Books” are your records for all of the money coming into and going out of your business.
Keeping accurate books requires monitoring each transaction and categorizing them properly.
Some business owners fall behind on this. That’s okay! Running a business is really hard and there’s a lot that demands your attention.
But the books need to be clean in order to file taxes and for you to understand how much money your business is making. This can mean going back and reviewing thousands upon thousands of transactions.
We have the knowledge and experience to quickly and efficiently clean your books so you can focus on the fun parts of running your business.
What exactly is “books cleanup”?
Why do I need this?
Everyone has to file taxes.
And taxes can’t be filed unless your transactions are all accounted for.
Some people let their CPA handle the books cleanup, but CPAs often charge $300-500+ per hour for their time, and books cleanup is very time consuming.
We can do the time consuming part at a fraction of that cost, allowing your CPA to complete your taxes at a much smaller fee.
Your financial statements tell the story of your business.
With clean books, you can produce an accurate balance sheet, income statement (aka profit and loss or P&L), and cash flow statement.
These documents will show you how your business is performing and will allow you to make decisions to help increase profits and grow the business. You will also need them if you plan to do things like raise money, get a loan, or sell your business.
We want to teach you about your finances.
We think it’s important for business owners to understand what’s going on with their money. We take the time to explain the concepts to you in a way that is easy for you to understand.
Why do you keep mentioning a CPA? Can’t you just do my taxes for me?
We are not licensed to prepare tax returns.
But 90% of doing taxes is getting the books in order. When we’ve cleaned your books, your CPA or tax preparer can file your taxes quickly and easily, saving you a bunch of money.
Meet the Expert
Marcus Yetter
Hi! I’m Marcus.
I’m passionate about helping people learn about their finances.
I’m also one of those weirdos who thinks bookkeeping is fun.
I have a BS in computer science and a master’s degree in accounting, along with 8 years of bookkeeping and accounting experience.
It makes me happy knowing I can make a difference for small business owners. Please reach out if you have any questions!