Bookkeeping & Accounting
Clean, current books from a Lehigh Valley CPA firm.
Good decisions start with accurate numbers. When your books are behind or built on guesswork, everything downstream suffers: your tax bill, your cash flow, your ability to plan. We keep your books accurate and up to date every month, reconcile your accounts, and turn the raw data into reports you can actually use. Because we are a CPA firm, your bookkeeping is done with tax season already in mind, so there are no scrambles in March and no surprises in April. And if you also want help with payroll, tax planning, or investing the profits your business is generating, it is all handled by the same team. Fee-only and flat-fee.
What the monthly close actually involves
Bank and credit card accounts reconciled to the statement, not just imported and left. Transactions categorised by someone who knows how the category affects your return. Accounts receivable and payable kept current so the numbers mean something. Loan balances and payroll tied out. A profit and loss and a balance sheet you can act on, delivered on a schedule rather than when you chase for them.
Where books usually go wrong
Personal and business run together. The single most common problem we inherit. It makes the books unreliable and it weakens you if the return is ever examined.
Categorised by software, not by a person. Bank feeds guess. They guess consistently wrong on owner draws, loan payments, and anything paid through a personal card, and the errors compound quietly all year.
Behind, then abandoned. Books get three months behind, catching up feels impossible, and the year ends with a shoebox and a rushed reconstruction in March.
Nobody looking at the output. Clean books that no one reads are an expense, not an asset. Part of our job is telling you what the numbers are saying.
What you get
Monthly books, reconciled and ready to use. You always know where the business stands, not just at year-end.
Done by a CPA, with tax season built in. Your records stay clean all year, so filing is calm instead of a March scramble.
One team for books, payroll, tax, and wealth. Everything connects, so you are not stitching together three different providers.
If you are behind
Catch-up work is ordinary here. We will rebuild prior months or prior years, reconcile them properly, and tell you honestly what it will take before we start. Plenty of our clients came to us mid-mess. It is a normal place to begin, not an embarrassing one.
Who this is for
Owner-operated businesses across the Lehigh Valley and Upper Bucks that want the books, the payroll and the tax return coming from one place. Businesses whose current bookkeeper does not talk to their CPA. Owners who want to stop being the person doing reconciliations at eleven at night.
Fee-only and flat-fee, so you know what it costs before we start.