Without clean books, every decision is a guess — are you profitable, can you afford to hire, will the numbers hold up when a lender asks? Our team brings the discipline of a CPA to the day-to-day, so your statements actually mean something.
Whether your books are spotless and just need a steady hand each month, or you're months behind with a shoebox of receipts, you'll work with our team to get current and stay current — in English or Vietnamese.
What's included
Clean books, clear
Clean books, clear
numbers, every month.
Far more than data entry — a complete accounting function for your business. Here's what working with our team covers.
- Monthly & quarterly bookkeeping. Transactions recorded and categorized on a steady schedule, so your books are never a mystery.
- Bank & credit-card reconciliations. Every account reconciled each period so your records match reality to the penny.
- Catch-up & clean-up. Months or years behind, or books done wrong — sorted out and brought current.
- QuickBooks setup & training. A clean file set up right, a messy one cleaned up, and training so your team can keep up.
- Accounts payable & receivable. Tracking what you owe and what you're owed, so nothing slips and cash keeps moving.
- Financial statements. Profit & loss, balance sheet and cash-flow statements you can actually read and use.
- Sales & use tax. Tracking, calculating and filing your sales and use tax so you stay compliant and on time.
- Year-end close & lender-ready reporting. Books closed cleanly for a smooth tax return, and reports polished enough to hand a bank.
Who it's for
Is this you?
- — You're drowning in receipts and your books are always one step behind.
- — You can't honestly say whether the business is profitable right now.
- — You're preparing for a loan, a line of credit or a sale and need clean numbers.
- — You'd value a CPA who can explain your numbers clearly in English or Vietnamese.
The payoff
What you can expect
- — Always knowing your cash position and your margins, not guessing at them.
- — Clean, closed books that make tax time painless instead of frantic.
- — Lender-ready reports you can hand to a bank with confidence.
- — Hours back every month to spend running the business, not chasing receipts.
Frequently asked
Bookkeeping questions, answered.
Any amount — catch-up work is routine here. Whether you're a few months behind or haven't touched the books in a couple of years, we reconstruct records, sort the backlog and bring everything current, then keep it that way going forward.
Yes. We can set up a clean QuickBooks file from scratch, clean up and reorganize one that's gotten messy, or take over your existing file as-is. If your team wants to stay hands-on, we'll train them so the books stay accurate between visits.
Both. Many clients sign on for ongoing monthly bookkeeping so the work never piles up; others come in for a one-time clean-up to get current before tax season or a loan. Clean books also make your tax return far smoother.
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