01 / TEND THE ROOTS
Behind on reconciliations? Unsure what a report means? Give your business a financial foundation you can use.
Book a call about your booksStart with your questions. We’ll discuss the right scope.
A missing receipt becomes a mystery expense. Unreconciled accounts make reports hard to trust. Months slip by. You keep working, but your numbers fall further behind.
Talk through what is holding you backSUPPORT WITH A CLEAR PURPOSE
We review your records, identify the gaps, and agree on the work. Then we build a practical routine for keeping your books current.
Bookkeeping setup / migration services
A generic chart of accounts can hide what matters. We organize your accounts around your business.
We connect bank feeds and relevant apps. We bring customer and vendor records together. Your books start with a useful structure. Need to migrate from another accounting program? No problem. We specialize in that.
Cleanup and catch-up
Old errors make every new report harder to trust. We review overdue periods and investigate discrepancies.
We correct agreed issues and reconcile balances. You get a clearer starting point for the work ahead.
Monthly bookkeeping
You should not have to rebuild the month from bank statements. We categorize transactions and reconcile accounts.
No details are ever missed. We follow a six-step month-end close process.
Accounts payable
Scattered bills make cash commitments hard to see. We organize vendor invoices and track what is due.
We prepare payments for your approval. You keep control of spending with a clearer view of upcoming obligations, ensuring 1099 payments are tracked throughout the year.
Accounts receivable
Revenue on paper does not pay your bills. We help prepare invoices and organize payment options.
We monitor outstanding balances and report what is overdue. You can see where collection follow-up is needed.
Receipt management
Receipts in inboxes and glove boxes leave gaps in your records. We help organize them and attach them to matching transactions.
Supporting details stay with the books, ensuring you are audit ready.
Payroll support
Payroll deadlines arrive while you are serving clients. We help coordinate payroll records, processing, and connected bookkeeping.
Connect with our dedicated payroll provider and ensure your payroll is in compliance. Whether you need payroll setup or ongoing payroll processing services, we’ve got you covered and get your employees paid on time.
1099 year-end reporting
Missing contractor details can turn year-end into a scramble. We help organize payment records and prepare required 1099 filings.
We review W-9 information and identify reportable payments. We coordinate required IRS filings and recipient copies so deadlines and responsibilities are clear.
Accounting software
Tap into our recommendations for top accounting platforms. Ensure your books have the proper general ledger system to support your company’s growth.
We work with QuickBooks Online and Digits accounting software platforms to get you the best rates on your subscriptions.
THE EXPERIENCE OF WORKING WITH US
“Shelly was able to clean our books for last year. Shelly Phillips is experienced, professional, knowledgeable, trustworthy and patient.”
Silvia Vladoiu
Bring what you have. We review the backlog and explain the work needed. The cleanup scope comes before a start date or fee.
We explain the numbers in plain language. You can ask what changed, what needs attention, and what the reports mean.
We can discuss the records your accountant needs. We do not provide federal tax preparation or assurance services.
No. We shape the scope around your records, systems, and priorities. Add-ons are discussed separately.
PLANT TODAY. PROSPER TOMORROW.
Bring your backlog, your questions, or the report you cannot make sense of. We’ll find the next step.
Book a call with ShellyBring your questions. Start with a conversation.