96% of our clients are
referred by their CPA!

We Make Bookkeeping as Easy as 1 2 3

Bookkeeping is a process, a series of logical steps designed to arrive at a specific end result.  In business since 1996, we have crafted our process to make it easy to get started, easy to share information and easy to get your tax returns prepared.

Our 1 2 3 Fix My Books process

It is as easy as it sounds, and it works!

Step 1: We work with the owner(s) and their CPA to determine what information and results are needed.

Step 2: We review the process used to collect and organize the paperwork and other data.

Step 3: We evaluate and adjust the bookkeeping system to efficiently categorize, calculate and report.

Easy to get started

1 2 3 Check My Books – We provide a free evaluation of your books, providing our findings in writing.  We know that poor bookkeeping and lack of attention to the finances of a business are two of the primary reasons that businesses struggle to survive and often fail.  All too often, dreams are never realized and families can be shattered when more money goes out than comes in.  For this reason, we provide the 1 2 3 Check My Books evaluation free to any business that requests it, with the added promise of no sales pitch!

Easy to share information

1 2 3 Easy Information Transfer – Often tradition and technology combine to create a system that allows us to seamlessly share information.

Email / Fax / US Mail / Internet Access / Secure FTP site

In some cases, our client’s mail, including customer payments, is sent directly to us.   Once we have defined the service requirements, we will work out the logistics.

Easy to get your taxes prepared

1 2 3 Paperless Year End – Developed to eliminate tax time stress for business owners, all of our systems feature it!  Throughout the year, documents that your CPA will want to see are collected; quarterly, a worksheet verifying critical balances from your financial statements is updated; and after the year ends, key statements are added to support the year-end totals.  Our PYE allows your CPA to fast track your tax returns with few, if any, questions or adjustments.  Our Paperless Year End is the primary reason that 96% of our referrals come from CPAs!  We make tax time a breeze for you and your CPA.

Our 1 2 3 Fix My Books customizable solutions

Your bookkeeping system should mirror the way you do business and allow for the way your paperwork flows.  It should give you valuable information, not just meaningless totals.  Your business is unique!  If your bookkeeping system does not fit the way you want to do business, we would be happy to talk with you, at no charge.    Schedule a consultation. Download 1 2 3 Fix My Books Brochure.

While bookkeeping is a science, making it work well
for every client is an art!

Why is bookkeeping so important?

• The numbers tell a story; they are like a scorecard for your business.  Having timely, accurate information enables owners and managers to make better decisions.  Often businesses that ignore the numbers have limited, if any, hope of surviving.
  • Is the business financially stable?
  • Is cash flow a problem?
  • Is it profitable?
  • Is collecting receivables a struggle?
  • Is overhead too high?
• It is required by law! The tax codes specifically state that businesses must maintain their books with evidence to support the revenue and expense claims.
• It makes it easier to prepare your tax returns.
• You have a responsibility to your customers, vendors, employees and even your family to operate your business ethically and with financial integrity.  Consider how many people rely on your business being financially stable.

The numbers tell the story of your business.  Are you listening?