Clean books, every month.
Every account reconciled and every transaction categorized, with reports you can actually read.
Everything that comes with bookkeeping.
Transactions categorized
Every bank and card transaction sorted into the right category, every month.
Accounts reconciled
Bank, credit card and loan accounts matched to their statements, so the numbers tie out.
Monthly reports
A profit and loss statement and a balance sheet, so you know where the business stands.
Questions in one place
When we need to know what a transaction was, we ask in the client portal instead of a long email chain.
Catch-up and cleanup
Behind by months or years? We bring the books current before monthly work starts.
Ready for tax time
Year-end books go straight to the tax team, so your business return starts from clean numbers.
Is this you?
Owners doing it at night
You are spending evenings in spreadsheets and want that time back.
Growing businesses
More accounts, more transactions and more questions from your bank or investors.
Anyone behind on the books
The shoebox, the unopened statements, the year you meant to get to. We catch it up.
Businesses with payroll or sales tax
Keep payroll and sales tax in the same place as the books, handled by the same team.
What happens, step by step.
- 1Connect your accountsShare access to your bank and card accounts and your accounting software, or let us set one up.
- 2Monthly closeWe categorize, reconcile and review every month.
- 3Reports and questionsYou get your reports, and anything we could not identify comes to you as a short question.
- 4Year-end handoffClosed books go to our tax team for your business return.
Common questions.
Something else on your mind? Call us at 305-423-9993 or write to hello@dedicatedcpa.com.
What accounting software do you use?
We work in the major cloud accounting tools and can set one up for you if you do not have one yet.
How do you get my bank transactions?
Usually through a secure connection to your bank and card accounts, or from statements you upload to the client portal.
I'm months behind. Can you still help?
Yes. We do a one-time catch-up first, then move you to monthly bookkeeping.
How often will I hear from you?
You get monthly reports, and we reach out whenever a transaction needs your input. You can message your team any time through the portal.
What does it cost?
Pricing is flat and agreed before any work starts. After a short call about what you need, we send a written quote with the scope spelled out, so there are no surprise bills. Bookkeeping is billed monthly, based on the number of accounts and the volume of transactions.
Can you also run payroll and file sales tax?
Yes. Many clients bundle bookkeeping with payroll and sales tax so one team sees the whole picture.
Ready to talk about bookkeeping?
A short call, then a flat written quote. No pressure.