CPA BOOKKEEPING SERVICES
Bookkeeping & Accounting
Small business bookkeeping, catch-up cleanup, account reconciliations, and monthly financial reporting for owners who need accurate books, clearer cash flow, and tax-ready records. Start early so errors and backlogs can be resolved before tax, financing, or reporting deadlines.
CPA-Reviewed
Monthly Reports
Tax-Ready Books
Clean Books. Clearer Decisions.
Starting now gives us time to reconcile accounts, correct reporting issues, and prepare reliable records before tax or reporting deadlines create pressure.
WHO THIS IS FOR
This service may be a good fit if you:
Need more than basic return preparation and want proactive, year-round guidance.
Have multiple income sources or complex tax documents
Own a business or rental property
Need prior-year returns reviewed or corrected
Want proactive tax planning throughout the year
Scope and pricing are confirmed before work begins.
SERVICE OVERVIEW
Small Business Bookkeeping and Financial Reporting
Hyman Financial Solutions provides monthly bookkeeping and accounting services for small businesses, fitness and wellness companies, and real estate investors. We categorize transactions, reconcile bank and credit card accounts, review payroll and loan activity, reconcile payment processors when included, and prepare monthly profit and loss statements and balance sheets.
Reliable bookkeeping is more than transaction entry. When accounts are behind or inconsistent, cash flow, profitability, tax returns, and financing decisions can all be affected. We identify balance-sheet discrepancies, correct approved prior-period issues, and establish a repeatable monthly close so the books remain current, supportable, and useful for tax and business decisions.
Designed For:
Small Businesses
Fitness Businesses
Real Estate Investors
What We Handle
Monthly Bookkeeping, Cleanup, Reconciliations and Reports
The approved scope may include transaction classification, bank and credit-card reconciliations, catch-up or cleanup work, payroll and loan review, payment-processor reconciliation, balance-sheet review, and monthly financial statements. The engagement is tailored to transaction volume, accounts, systems, and reporting needs, with pricing confirmed first.
01
Monthly transaction categorization
Business income and expenses recorded consistently using an organized chart of accounts.
02
Bank and credit card reconciliations
Account balances matched to statements so errors, omissions, and duplicate entries are identified.
03
Monthly financial statements
Profit and loss, balance sheet, and other reports prepared to show your financial position.
04
Bookkeeping cleanup and catch-up
Prior-period records reviewed, corrected, and brought current before ongoing bookkeeping begins.
05
Payroll, loan, and clearing account review
Complex balances reviewed and adjusted so payroll, financing, and payment-processing activity are reported properly.
06
Tax-ready year-end books
Records reviewed and organized to support accurate tax preparation and reduce year-end delays.
Why It Matters
Bookkeeping Problems Cost More the Longer They Remain Unresolved.
Unreconciled accounts, duplicate expenses, incorrect loan balances, and missing transactions can distort financial reports and delay tax preparation. The longer these issues remain unresolved, the more time may be required to correct them. A structured monthly close helps identify discrepancies earlier, supports accurate tax filings, and provides dependable information for managing cash flow and profitability.
Decisions based on inaccurate reports
Delayed tax preparation and costly cleanup
Unexplained or unreconciled account balances
WHAT YOU CAN EXPECT
Clear Records. Reliable Reports. Better Visibility.
The goal is not simply to enter transactions. It is to maintain reconciled records and useful financial reports you can rely on for taxes, cash flow, financing, and business decisions.
01
Reliable Financial Records
Income, expenses, assets, liabilities, loans, payroll, and owner activity are recorded consistently and reconciled to supporting accounts.
02
Monthly Financial Reporting
Receive an organized profit and loss statement and balance sheet, with significant account changes reviewed as part of the monthly close.
03
Tax-Ready Books
Keep reconciliations, supporting balances, and financial records organized so tax preparation begins with fewer delays and corrections.
01
Request Your Bookkeeping Review
Tell us about your business, accounting system, number of accounts, transaction volume, reporting needs, and any cleanup concerns.
02
Securely Share Your Records
Provide access to the accounting system and upload the requested statements, reports, and supporting records through the secure client portal.
03
Approve the Scope and Begin
We confirm the cleanup or monthly bookkeeping scope, expected timeline, reporting schedule, responsibilities, and pricing before work begins.
HOW IT WORKS
A Clear Process From Review to Monthly Close
We assess the condition of your books, confirm what needs to be cleaned up or maintained, and establish a secure monthly workflow before the engagement begins.
Frequently Asked Questions
Bookkeeping Questions, Answered Clearly.
Review common questions about monthly bookkeeping, cleanup work, QuickBooks Online, reconciliations, financial statements, and tax-ready books.
What is included in your monthly bookkeeping service?
Monthly bookkeeping may include transaction categorization, bank and credit card reconciliations, review of loans and clearing accounts, and preparation of financial statements. The exact scope is confirmed after we review your accounts, transaction volume, and reporting needs.
Can you clean up bookkeeping that is behind or inaccurate?
Yes. Hyman Financial Solutions can review prior-period records, identify inconsistencies, reconcile accounts, and bring the books current before ongoing monthly bookkeeping begins. The cleanup scope and pricing depend on the condition and volume of the records.
What financial reports will I receive?
Most monthly engagements include a profit and loss statement and balance sheet, with additional reports provided when relevant. We also explain significant balances or issues so the reports are useful for tax preparation and business decisions.
Do you work with QuickBooks Online?
Yes. We commonly work with QuickBooks Online and can help organize the chart of accounts, review account connections, and establish a consistent monthly close process. Any software subscription or conversion requirements are confirmed before work begins.
How soon should I begin bookkeeping cleanup or monthly service?
Begin as soon as records become incomplete, reconciliations fall behind, or reliable reports are needed. Starting early provides more time to resolve discrepancies and prepare accurate, tax-ready books before filing, financing, or reporting deadlines.
get Started
Get Your Books Current Before Deadlines Arrive.
Request your CPA review so we can assess the condition of your records, identify unresolved balances or cleanup needs, and confirm the appropriate monthly bookkeeping plan before tax, financing, or reporting deadlines create additional pressure.