Bookkeeping Services in Raleigh for Small Business Owners

Bookkeeping is the thing every business owner needs and nobody wants to do. We take it off your desk, keep it current every month, and give you back numbers you can trust.

What monthly bookkeeping includes

• Bank and credit card transactions recorded and categorized
• Every account reconciled to its statement each month
• Payroll, loan and sales tax entries posted correctly
• Profit and loss, balance sheet and cash summary delivered monthly
• Accounts receivable and payable tracked so you know who owes whom
• Questions about odd transactions batched into one short monthly note
• Year-end close and the books handed straight to your tax return
• Reviewed by James Cox III, IRS Enrolled Agent

How it works

1. A short conversationJames asks about your business, your accounts and where the books stand today. You get a fixed monthly fee before anything starts.
2. Setup or catch-upWe connect your bank and card feeds, clean up or rebuild the months you are missing, and reconcile everything to the statements.
3. Every month after thatTransactions are posted and reconciled, you answer a handful of questions, and a clear profit and loss lands in your inbox.

Catch-up bookkeeping when you are behind

Plenty of Raleigh businesses come to us with a year or more of unrecorded transactions and a tax deadline approaching. That is fixable. We rebuild the missing months from bank and card statements, reconcile them, and bring you onto the monthly schedule. If unfiled business returns are part of the picture, James prepares those too, in the right order, so one problem does not create another. Clients describe the result the same way one review did: from a mess to organized and under control.

Small business bookkeeping services built for the way Raleigh businesses run

A repair shop, a framing crew and a cafe keep very different books. Parts versus labor, job costs versus overhead, tipped payroll versus salaried staff. We set the chart of accounts up for your kind of business so the monthly report answers the questions you actually have. See how that looks for auto repair shops, contractors and restaurants.

Why the books should live where the taxes are done

A bookkeeper who also prepares your tax return changes how the year ends. When one firm keeps the books and prepares the return, there is no January scramble to hand records to a separate tax preparer and no second person re-entering the same numbers. Your business tax return is built from books we already trust, and the Enrolled Agent who reviews those books every month is the one who signs the return. If the IRS ever asks a question about it, James answers, with the records already in order.

Payroll and sales tax, in the same set of books

Most bookkeeping clients add payroll so wages, withholdings and quarterly filings are posted automatically, and North Carolina sales tax is filed from the same ledger. One firm, one login, one set of numbers.