BOOKKEEPING SERVICES · METRO DETROIT & NATIONWIDE

Bookkeeping Services

Monthly bookkeeping services for small businesses, done by the same CPA who prepares your tax return. Clean books all year, and no scramble at tax time.

Bookkeeping services I offer

I keep your books current each month so you always know where your business stands. Bookkeeping services include:

  • Categorizing transactions and reconciling bank and credit card accounts every month
  • Monthly profit and loss statement and balance sheet
  • Tracking owner draws, distributions and owner pay
  • Year-end cleanup and catch-up bookkeeping if you have fallen behind

Bookkeeping pairs naturally with business tax returns and S corp setup and consulting.

Why use your CPA for bookkeeping services and taxes

When one person handles both, nothing gets lost in the handoff. As a result, I build your tax return on books I kept with the return in mind.

  • Fewer surprises at tax time. Because I see your numbers every month, I can estimate what you will owe and help you set quarterly estimated payments.
  • Deductions get caught as they happen. I categorize expenses correctly the first time, instead of sorting them out in March.
  • Planning during the year, not after it. For example, you can decide on an S corp election, owner pay or a large purchase while it still affects this year.
  • One person to call. You do not have to coordinate between a bookkeeper and a CPA or pay twice to explain your business.
  • Ready when you need it. Up-to-date financials make it easier to apply for a loan or answer an IRS notice. The IRS also expects small businesses to keep good records to support their returns.
Joshua Cohen, CPA, who provides bookkeeping services and tax preparation

Local in Oakland County, remote nationwide

I keep the books for small businesses in Huntington Woods, Royal Oak, Berkley and across Metro Detroit, and remotely for businesses anywhere in the U.S.

To see why it helps to have one CPA keep your books and file your return, read why one CPA should do both.

Bookkeeping services FAQ

What does bookkeeping cost?

It depends on how many accounts and transactions you have. After a free consultation, you will get a fixed monthly price before any work begins.

Can you catch up books that are behind?

Yes. I can clean up past months or a full year so your return can be filed on accurate numbers.

Do I have to use you for my taxes too?

No, but that is where most of the benefit comes from. Most bookkeeping clients also have me prepare their business and individual returns.

Do you work with businesses outside Michigan?

Yes. I do bookkeeping remotely, so I work with small businesses anywhere in the country.

Want your books and taxes in one place?

Your first consultation is free.