Services

Bookkeeping

Reliable financial records that support tax preparation, business visibility, and better-informed decisions throughout the year.

Overview

Financial Records You Can Actually Use

Accurate books create the foundation for tax work, financial reporting, and business decisions. When records are incomplete or inconsistent, business owners spend more time correcting the past and have less confidence in the information in front of them.

Woodard and Associates CPA provides organized bookkeeping support designed to keep financial records current, reconciled, and ready for tax and advisory conversations.

Service scope

What Bookkeeping May Include

  • Transaction review and categorization
  • Bank and credit-card reconciliations
  • Monthly financial statements
  • General-ledger review
  • Coordination of bookkeeping questions
  • Year-end readiness for tax preparation
  • Cleanup or catch-up work when separately scoped
When it helps

When This Service May Be Useful

  • Books are consistently behind or disorganized
  • Accounts do not reconcile reliably
  • Financial reports are unreliable or unavailable
  • Tax preparation requires substantial cleanup each year
  • The business owner wants more current financial information
How it works

How the Process Works

  1. Review the current books and systems
  2. Confirm scope and responsibilities
  3. Establish document and access requirements
  4. Complete the recurring bookkeeping cycle
  5. Review open questions and reporting
Service Options

Bookkeeping Service Options

Every business has different accounting needs. These service options provide a starting point for building a bookkeeping engagement around your business, reporting requirements, and goals.

Essential

Reliable monthly bookkeeping and financial reporting to keep your records organized, current, and ready for tax season.

  • Monthly bookkeeping
  • Monthly financial statements
  • Year-end tax preparation, when included in your service agreement

Growth

Ongoing bookkeeping with proactive tax planning and regular conversations about your business and financial position.

  • Everything in Essential
  • Quarterly tax planning
  • Quarterly financial review meetings

Services are tailored to each client. Final scope and fees depend on transaction volume, account complexity, reporting needs, tax-return requirements, and the level of ongoing support.

Let's discuss your current bookkeeping process, reporting needs, and the level of support that would be most useful for your business.

Schedule a Consultation

Let's Discuss the Support Your Business Needs

Schedule a consultation to discuss your current needs, the services you are looking for, and whether Woodard and Associates CPA is the right fit.