Where generic bookkeeping falls short
Books that only get looked at once a year.
A bookkeeper working off a generic template misses the details that actually matter for your business.
No accounting for seasonal revenue swings
A bookkeeper working off a generic template doesn’t flag when your industry’s seasonal calendar is about to swing revenue — so cash flow surprises arrive instead of getting planned around.
Reconciliation delayed until tax season
Bank and credit card accounts pile up unreconciled for months, so the first real look at your numbers happens in March, when it’s too late to change anything about the year just ended.
A bookkeeper disconnected from your CPA
The person closing your books each month has never spoken to the person preparing your return, so errors and missed context carry straight through to the filing.
What's included
The work, specific to your books.
Monthly close
Books closed on the same schedule every month, so you’re never looking at numbers more than a few weeks old.
Bank & credit card reconciliation
Every account matched to the bank record monthly, catching errors and missing transactions while they’re still easy to trace.
Financial statement preparation
P&L and balance sheet delivered as part of the monthly close, not assembled from scratch once a year for the return.
A/P and A/R management
Bills and invoices tracked so you know what’s owed and what’s coming in, instead of finding out from a bounced payment.
Industry-specific books? See small business accounting.
Run a medical practice? See how we handle cash-pay medical bookkeeping
Key facts · Bookkeeping benchmarks
Three numbers worth knowing.
Monthly
How often books should close for owners to catch cash-flow problems while there’s still time to act — not just once a year at tax time.
30–45 days
A healthy Days Sales Outstanding range for most small businesses — how long it typically takes to collect after invoicing. Numbers well beyond this signal a collections problem hiding in the books.
3 years
How far back the IRS can generally look when auditing a return — the minimum stretch you need clean, supporting books on hand, longer still if income was substantially underreported.
General benchmarks, not a substitute for reviewing your own numbers — a discovery call is the right next step for what these mean for your business.
Last reviewed July 2026
Common questions · FAQ
Before you call.
Keep exploring
Begin
Get books that close on schedule.
Step 1
Discovery call
A complimentary 20-minute call to see whether we're a good fit — no pitch, no obligation.
Step 2
The Partner Review
We review your current books and chart of accounts — a partner, personally — and present a written cleanup and close plan.
Step 3
Implement & advise
We run your monthly close on schedule, so your books stay current all year, not just at tax time.
Complimentary · Confidential
Begin with a conversation.
Twenty minutes with a partner — no cost, and no obligation to go further. Pick a time below.