Bookkeeping
Clean books are the foundation of tax strategy. Without them, planning is just guesswork.
What's Keeping You Up at Night
Messy books create stress that ripples through your entire business.
Your books are months behind and you're afraid to look
You have no idea if your business is actually profitable
Tax season is chaos because your records are a mess
You're making decisions based on guesswork, not real numbers
You dread your accountant asking for financial statements
Imagine Instead...
After working with us, clients tell us they feel:
Your books are current, accurate, and completely stress-free
You know your real profit margins and cash flow at any time
Tax season is smooth because everything is organized and ready
You make confident business decisions backed by clean data
You feel in control of your finances for the first time
The Difference Clean Books Make
Stop guessing, start knowing
Messy Books
Transactions months behind
No idea what's profit vs. expense
Scrambling at tax time
Decisions based on bank balance
Anxiety about your numbers
Clean Books (With Us)
Books reconciled monthly
Clear profit & loss reports
Tax-ready financials year-round
Decisions backed by real data
Confidence in your finances
What's Included
We handle the details so you can focus on growing your business.
Monthly transaction categorization
Bank and credit card reconciliations
Accounts payable and receivable tracking
Monthly profit & loss statements
Monthly balance sheet
Cash flow monitoring
Year-end preparation for tax filing
Ongoing access for questions
How It Works
From chaos to clarity
30 minutes
Free Consultation
We review your current bookkeeping situation and understand your business needs.
Week 1-2
Cleanup & Setup
We clean up any backlog and set up your books with proper categories and systems.
Ongoing
Monthly Bookkeeping
We handle all transactions, reconciliations, and categorization every month.
By the 15th
Monthly Reports
You receive clear financial reports showing exactly where your business stands.
Continuous
Ongoing Support
We're available for questions and provide guidance on financial decisions.
Who This Is For
Service Business Owners
Consultants, agencies, contractors earning $300K+ who need clean books to support tax planning.
Growing Companies
Businesses scaling up that need reliable financials to make smart decisions.
Tax Planning Clients
If we're doing your tax strategy, clean books are essential we handle it all together.
Frequently Asked Questions
How far behind can my books be?
We've cleaned up books that are years behind. We'll assess your situation and provide a cleanup quote before starting monthly services.
What software do you use?
We primarily work with QuickBooks Online, but can also support Xero and other platforms depending on your needs.
When will I get my monthly reports?
We deliver your monthly financial reports by the 15th of the following month, giving you timely insight into your business performance.
Do I need bookkeeping if I have a tax planner?
Absolutely. Clean books are the foundation of tax strategy. Without accurate financials, tax planning is just guesswork.
Can you work with my existing accountant?
Yes. We can handle your bookkeeping and provide clean financials to your tax preparer, or we can do both if you prefer.
What's the difference between bookkeeping and accounting?
Bookkeeping is the day-to-day recording of transactions. Accounting is the analysis, reporting, and strategic use of that data. We do both.
Ready for a clearer tax strategy?
Visit O&M Tax & Business Advisory for help with taxes, bookkeeping, and more.
O&M Tax & Business Advisory is DBA O&M Services LLC
