Bookkeeping and Tax Preparation
Accurate, up-to-date books are the foundation of every confident business decision, and they are the core of what ADS Bookkeeping Plus does. We keep your financial records clean and current all year, then get them fully tax-ready so your CPA can file accurately and efficiently. No scrambling at year-end, and no missing records.
What’s Included
Each period we reconcile your bank accounts, credit cards, outstanding loans, and lines of credit, categorize every transaction, and produce the reports that show exactly how your business is performing: your profit and loss statement, balance sheet, and cash flow statement. We also handle your monthly and quarterly sales tax filing, a task many small businesses struggle to keep up with.
Everything is organized in QuickBooks Online or QuickBooks Desktop, so there is always a clean, audit-ready trail behind your numbers. You choose the cadence that fits your business, whether monthly, quarterly, or annually, and we keep to it consistently.
Tax-Ready Books for Your CPA
When tax season arrives, your books are already done. We prepare fully reconciled, categorized, and organized financial records so your CPA can file your return quickly and accurately. We do not file returns ourselves, and that is by design. You get clean books from us and confident filing from your CPA, with nothing falling through the cracks in between. If you do not yet have a CPA, we are happy to recommend one.
Catch-Up & Cleanup
Fallen behind on your books? You are not alone, and it is fixable. Our catch-up bookkeeping brings months, or even years, of backlog current and tax-ready. We reconstruct missing records, reconcile past periods, and untangle miscategorized transactions so you can hand your CPA accurate, filing-ready books and move forward with a clear picture of your finances. Many clients first come to us needing several years brought up to date, then stay on for ongoing monthly support once everything is current.
How It Works
Getting started is straightforward. We begin with a free consultation to learn about your business, review the state of your current records, and understand your goals. From there we set up or take over your QuickBooks file, agree on a reporting schedule, and get to work, including any catch-up needed to bring things current. Each period you receive your reports and can reach us with questions, and by tax time everything is already in place for your CPA.
What You Receive
On a schedule you can count on, you receive a clear set of financial statements (profit and loss, balance sheet, and cash flow), reconciled accounts, filed sales tax, and books that are always ready for tax filing, a lending application, or a quick check on how the business is doing. No more wondering whether your numbers are current or correct, and no more digging through receipts before a deadline.
Who It’s For
This service is built for established small businesses that want their bookkeeping handled accurately all year, with clean books ready to hand to their CPA at tax time. We work with LLCs, S-Corps, Corporations, and Partnerships, as well as individuals who need organized records. If you are tired of messy books and a last-minute tax scramble, this is the simpler way.
Why ADS Bookkeeping Plus
With decades of combined public and private accounting experience, we bring real expertise to books of every size and complexity. Because we handle your books, your sales tax, and your year-end preparation together, there are no gaps and no surprises. The numbers we maintain all year are the same clean numbers your CPA files on. The result is organized finances, on-time sales tax, and the peace of mind that comes from knowing your books are right. Ready to get your books in order? Book a free consultation or call (908) 883-4406.
Areas we serve:
