I help U.S. small business owners who are behind on their bookkeeping records, need reconciliations cleaned up, or want monthly bookkeeping after the backlog is under control. The role is bookkeeping support only. No tax returns and no CPA services.
The problem: Your bookkeeping records are months behind and year-end is getting closer.
The deliverable: Historical bookkeeping brought up to date with reconciled core accounts and organized records.
The outcome: You get current bookkeeping records and your CPA gets clearer information to work from.
The problem: The bookkeeping records are current now, but there is no process to keep them that way.
The deliverable: Monthly transaction posting, reconciliations, and consistent upkeep.
The outcome: Less stress, smoother reporting, and a cleaner year-end handoff.
The problem: Your CPA needs organized bookkeeping records before tax work or year-end review can move smoothly.
The deliverable: Clean bookkeeping files, reconciled accounts, and better organized supporting information.
The outcome: Less back-and-forth and a more efficient tax handoff.
The problem: Bank and credit card balances do not match, or the reports are not dependable.
The deliverable: Cleanup of historical posting issues and reconciliation of core accounts.
The outcome: More reliable bookkeeping records and a steadier base for ongoing bookkeeping.
Do My Books USA is a bookkeeping business. We do not prepare tax returns, file statutory forms, offer tax advisory, or act as the client's CPA. We prepare the bookkeeping records so the right next professional can do their work with fewer delays.
Bookkeeping files contain sensitive business information. Client records are handled carefully, communication stays professional, and confidentiality requests are treated seriously. NDA-friendly arrangements are welcome where appropriate.
Start with a quote request. I can review whether you need catch-up bookkeeping, ongoing monthly support, or a CPA referral workflow.