Many business owners think bookkeeping is just for taxes. At Abacus, we use daily, weekly and monthly data to fuel your growth. We know regular, accurate books provides valuable insight to support your day-to-day operations. Moreover, it’s much easier (and cheaper) to track income and expenses as they occur than waiting until year-end. 

Why Choose Professional Bookkeeping?

While loved ones can help with basic data-entry, our team delivers:

• Lender-ready financials
• Clear cash flow insights
• Accurate journal entries
• Payroll, sales tax and tax-prep solutions

If your current helpers can't provide these, partner with us for peace of mind.

You're in Good Company

When asked, most business owners do not know their profit margin or if they are pricing their services and products correctly. Instead, they rely on 'bank balance accounting', 'crystal ball accounting', 'dartboard accounting', or simply hope for the best. Let me assure you, there is a better way through financial advisory and strategic planning. 

1. Initial Setup: We build tailored books using custom software and industry-specific charts. No unreliable third-party integrations—we manually import data for accuracy.
2. Transaction Management: With secure access, we track checking, savings, and credit accounts. You maintain control; we ensure precision.
3. Reporting: We deliver custom financials for loans, assets, or taxes, tailored to your business needs.
4. Ongoing Monitoring: Weekly, monthly, or quarterly reviews identify savings, reduce taxes, and boost growth.

Wouldn’t it be nice to know your margins year-round? Our clients trust our structured approach. 

Our integrated tax advisory and bookkeeping services help minimize liabilities for your company. With year-end financials complete, choose to file taxes yourself, use our trusted advisors, or have us work with your tax professional. The books remain the same regardless who files your taxes.

Our CFO advisory and bookkeeping services help you grow wealth and plan for retirement. We partner with others to connect you with investment and retirement experts who align with your long-term goals. We'll make the introduction - they take it from there.

We collaborate with lawyers who specialize in 'what happens next'. They are well-versed in the intricacies of small, family owned businesses. We are happy to make an introduction on your behalf to ensure your loved ones are covered in times of uncertainty.

Different industries have different needs. We focus on the financials and let the masters of marketing, business development, SEO and social media do their thing. If you opt to engage third-party coaches, we strictly limit platform access to protect your data. This may impact data-sharing, scheduling, and pricing—email us first to discuss as there may be additional fees for extra work caused by outside partners.

We’re firm but fair, ensuring your books are accurate and your business thrives. Email us to see how our structured process works for you.