Tax Preparation Services

Bookkeeping

When you come to us to keep your books up to date, you may need us to clean them up, as well. You may come to us because you want to apply for financing but can’t without the information your lender needs. If you have a QuickBooks Online account, we can look at it and assess what we need to do. We begin in the present and go back in time through your books. We will ensure the coding is correct, cleaned up, and reconciled to the current day. We’ll keep your P&L (profit and loss statement) up to date. We will run reports such as your balance sheet and P&L, weekly or monthly, depending on your needs.

James Agency Inc

Tax Preparation Service & Bookkeeping

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