Bookkeeping questions, answered.

A bookkeeper records and organizes your business’s financial transactions. That includes recording daily sales and expenses, reconciling bank and credit card accounts, processing customer invoices and vendor bills, maintaining general ledger and inventory records, and preparing financial reports such as a profit and loss statement and balance sheet.

A bookkeeper focuses on keeping your day-to-day financial records accurate and up to date. A CPA (certified public accountant) typically handles tax preparation, audits, and tax planning. Many businesses use both: accurate bookkeeping makes your CPA’s job faster and often less expensive.

Yes. Jean prepares individual income tax returns. Because he can also keep your books throughout the year, your records are organized and ready when tax season arrives, which makes the process faster and far less stressful. Ask about tax return preparation during your free consultation.

Absolutely. Bookkeeping cleanup and catch-up is one of Jean’s core services. He reviews existing transactions, corrects errors, reconciles accounts, and brings your general ledger back into clear, usable order.

Pricing depends on your transaction volume, the number of accounts involved, how often you need reports, and whether a cleanup is needed first. After a free consultation, you will receive a clear quote with no surprises.

Most clients receive a profit and loss statement and balance sheet each month, but the schedule is agreed with you up front based on what is most useful for your business.

Bring up the tools you use today during your consultation. Jean will discuss how your records are kept now and the best way to keep them organized going forward.

Yes. Lenders usually ask for current financial statements. With a background that includes mortgage loan origination and loan servicing, Jean understands the kind of clear, accurate financial records lenders look for.

Yes. Your financial information is handled with care, used only to provide your bookkeeping services, and shared only with people you authorize, such as your tax professional or lender.

Usually just recent bank and credit card statements, any existing bookkeeping files or software access, and a list of open invoices and bills. Jean will walk you through exactly what is needed during your consultation.