← All services
Bookkeeping
Clean, accurate books maintained monthly to support smarter tax planning and business decisions — including cleanup/catch-up bookkeeping, a diagnostic assessment of your existing records, bookkeeping setup, and accounting software recommendation and setup.
What we'll need
- Bank and credit card statements
- Access to accounting software (QuickBooks, etc.)
- Receipts for major purchases
- Payroll reports, if applicable
- Description of current bookkeeping process and any existing records, if requesting a cleanup or assessment
Key due dates
Monthly Books Closed
15th of the following month
Year-End Close
January 31
Dates shown are general guidance and may shift for weekends/holidays or your specific situation.
Related guides
Behind on tax returns: what actually happens, and how to catch up →
Not filing is usually more expensive than not paying, refunds expire, and the IRS’s clock on your unfiled years never starts. The good news is that catching up is a well-worn path, and the sooner it starts the less it costs.
Nonprofit annual filing: which Form 990, when it’s due, and how an organization loses its exemption →
Most tax-exempt organizations owe the IRS something every year, even when they owe no tax. The form depends on size, the deadline is the same for nearly everyone, and three missed years in a row cost an organization its exemption automatically — with no appeal.
Ready to get started?
Book a free 15-minute intro call and we'll walk you through exactly what's needed.
Let's talk →