Tell us how you're paid, which accounts you use for business, and how up to date your books are.
We set up your categories and, if needed, bring past months up to date.
We record commissions and expenses and reconcile every account each month.
You get profit figures each quarter and a clean year-end package for your tax preparer.
We cleaned up five years of books, 2021 to 2025 and about 5,000 transactions, for a licensed general contractor that builds custom homes and does renovations.
The work covered construction expenses, equipment financing, fixed assets, loan reconciliation and the financial statements for each year.
Not always, but many do. Commission income is irregular, expenses are spread over many small purchases, and estimated taxes depend on knowing your profit during the year. A bookkeeper keeps all of that current, so tax time is not a scramble.
Yes. We record each commission with the split and fees taken out, so your income figures match what you were actually paid.
We give you up-to-date profit figures each quarter, so you or your tax preparer can work out the payment. For tax filing support, see our business tax compliance service. See business tax compliance services.
Commission statements from your brokerage, receipts for business expenses, and a mileage log if you use your car for work. We tell you exactly what we need when we start.
It depends mainly on how many transactions and accounts you have, and how far behind the books are when we start. Read our bookkeeping cost guide.
Book a free call. We'll look at how you're set up today and how we would keep your books current.