Having clean books is a great goal, but if not set up well, they won’t be very useful for doing anything other than filing your taxes. 

Over the past few years, I have worked with clients to dial in their books to help them understand how things are progressing over the year and to plan into the future. Once we have worked with a client for a few months, all of their business finances should be up to date and historically accurate at least back to the beginning of the current year.  We like to spend a few months getting to know our clients and how their money flows in and out of their account.  This process gives us insight into what information they would actually find useful in pulling reports from their finances. Then the fun part begins!  Ok, maybe “fun” is a stretch. It’s not spring break in Cancun, but it is definitely my favorite part of the bookkeeping process.