CPA-DMV Service
Bookkeeping
Full-service monthly bookkeeping for small businesses and individuals — organized, reconciled, and ready for tax time. Powered by QuickBooks and delivered by a licensed CPA.
Monthly transaction categorizationBank and credit card reconciliationProfit & loss and balance sheet reportsAccounts payable and receivable tracking
What's Included
Monthly transaction categorization
Bank and credit card reconciliation
Profit & loss and balance sheet reports
Accounts payable and receivable tracking
Payroll journal entries
Year-end close and tax-ready financials
Who This Serves
Small business owners who need clean monthly books
Startups that want CPA-reviewed financials from day one
Businesses preparing for loan applications or audits
Clients transitioning from DIY or unqualified bookkeepers
How It Works
01
Onboard
Connect your accounts and review your current financial state.
02
Maintain
We categorize, reconcile, and close the books every month.
03
Report
Receive clean monthly financials with a brief summary review.
Ready to get started?
Schedule a free consultation. We'll outline exactly what's needed and what working together looks like.
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Let's talk about your bookkeeping needs.
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