Bookkeeping & Accounting
Books that are clean, current, and actually useful.
The problem
When the books are behind or the categories are a mess, every other decision gets harder — you can't plan taxes, you can't price a job, and you can't tell whether a good month was actually good. Catch-up in April costs more and tells you less.
What's included
- Monthly bookkeeping and categorization in QuickBooks Online
- Bank, credit-card, and loan reconciliations every month
- Monthly Profit & Loss and Balance Sheet, with a short plain-English summary
- Chart of accounts set up (or cleaned up) to match how your business actually works
- QuickBooks Online setup, cleanup, and ongoing maintenance
- A year-end file that’s ready for tax preparation — no scramble
Who it's for
Owner-run businesses that want to stop doing their own books, or replace a bookkeeper who only categorizes and never explains.
How it connects
Your books feed everything else Roots Tax Pro does — payroll, tax planning, and your return all run off the same numbers, kept by the same person.
Questions
Common questions
Do you work in QuickBooks only?
We work primarily in QuickBooks Online, where the ProAdvisor tools live. If you’re on something else, we’ll discuss moving over during onboarding.
What if my books are a year behind?
That’s common. We scope the catch-up work, give you a flat quote, and get you current before starting the monthly service.
Can you work with my current CPA?
Yes. We keep the books and handle the return; your CPA handles anything that requires a license. Many clients keep both.
Let's talk about your numbers.
A free 30-minute call. We'll look at where your business stands, what's working, and where Roots Tax Pro can help. No pressure, no obligation.