4020 · Bookkeeping & Accounting

Books that close monthly and stand up to a lender.

Monthly closes reconciled to the bank, transactions coded by people who know what a trades business actually buys, and financial statements a lender or bonding company will accept — delivered by certified QuickBooks ProAdvisors.

4021 · The Monthly Close

What lands in your inbox every month.

A pickaxe resting across a laptop keyboard
4020 · Clean-ups and catch-ups: we dig
4022

Reconciled Accounts

Every bank, credit card, and loan account tied to its statement. Reconciliations that don’t tie don’t ship — that’s the firm standard, not a goal.

4023

Clean Categorization

Materials separated from subcontractors, equipment from supplies, owner draws from expenses — the distinctions that decide both your tax bill and what your margins actually are.

4024

Financial Statements

Profit & loss and balance sheet, monthly, in plain English — formatted the way a lender or bonding agent expects to read them.

4025

Clean-Ups & Catch-Ups

Months or years behind, miscoded, or held together by memory: we rebuild it, reconcile it, and keep it closed monthly so it never gets away from you again.

4026

Balance-Sheet First

Prove every balance, and the P&L proves itself. It’s the first page a lender reads — and the first one we clean: every account reconciled, every balance supported, nothing carried because nobody wanted to look.

✓ PLATFORMS  QuickBooks Desktop and Online (certified ProAdvisors), plus Xero, Wave, Manager, and Beancount — and full migrations for businesses leaving QBO behind.
Not sure where you fit? Start with the free 15-minute consultation with Kevin Hemingway, CPA — we discuss your needs, determine whether our firm is a good fit, and you leave with an estimated fee range and next steps. It is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations. Book a Free Consult
7020 · Straight Answers

Bookkeeping, answered.

What access do you need to do my books?

Read-only bank and credit card feeds or monthly statements, your accounting file, and a way to ask you about the occasional mystery transaction. Access is scoped to the minimum the work requires — we don’t need your banking login when a view-only feed will do.

How is CPA-firm bookkeeping different from a bookkeeping service?

The books are built by the same firm that will file the tax return — so categorization decisions are made with the tax treatment in mind, year-end adjustments don’t require a second round of clean-up, and there’s no gap between what the bookkeeper coded and what the preparer assumed.

Do you work with QuickBooks Desktop, or only Online?

Both, as certified ProAdvisors — and we won’t push you to switch. Desktop still fits many contractors better than Online. If you do want off QuickBooks entirely, we handle migrations to Xero, Wave, Manager, and Beancount.

4020 · Works With

One firm, one ledger.

Engagements here are designed to feed each other. These are the ones this work most often runs alongside — and published minimums for all of them are on the pricing page.

4080

Payroll on the Same Ledger

For bookkeeping clients: W-2s, 1099s, 941s and state filings run by the firm that already knows your accounts.

Payroll →
4050

Turn the Books Into Decisions

Reconciled books make job costing, cash forecasting, and owner KPIs possible. Without them it is guesswork.

Analysis & Forecasting →
4090

Moving Off QuickBooks

CPA-led migration to Xero, Wave, Manager, or Beancount with history preserved and closing balances verified.

QuickBooks Migration →
✓ PROCESS  See all services, or if you are new here, how it works walks the onboarding, and about the firm covers who signs your return. Current clients use the client hub.
8000 · Get Started

Ready when you are. Virtual or in-office.

Every tax return prepared and signed by a licensed CPA or IRS Enrolled Agent. Everything runs through the secure portal and e-signature.

Free · No Obligation

Free 15-Minute CPA Consultation

Fifteen minutes with Kevin Hemingway, CPA. We discuss your tax or accounting needs, determine whether our firm is a good fit, and you leave with an estimated fee range and next steps. This consultation is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations.

Book a Free Consult
Deepest Value · Flat Fee

Strategy Consult

A paid, flat-fee review of your prior return and current books, ending in a prioritized action list you keep either way.

Book a Strategy Consult