Bookkeeping built to support strategy.
Accurate monthly financials designed to support tax planning, CFO decisions and a clean filing. Offered as part of our planning and advisory relationships.
Bookkeeping is offered alongside tax planning or CFO advisory.
Numbers you can plan from.
The point isn’t just tidy books. It’s financials current enough to make decisions and plan taxes during the year.
- Monthly reconciliations
- Monthly P&L, balance sheet and cash-flow statements
- Chart of accounts set up for tax planning
- Owner and payroll entries reviewed
- Year-end close coordinated with your return
- Clean-up of prior periods when needed
A defined process, every year.
- 01
Discover
Review your current books and systems.
- 02
Project
Clean up and set up the chart of accounts.
- 03
Implement
Close the books every month.
- 04
Review
Feed the numbers into your tax and CFO plan.
Accurate books make the C in our C.A.T. Framework possible. See the C.A.T. Framework →
For businesses that plan ahead.
BigApple is best suited for business owners and professionals whose financial lives have become complex enough to require proactive planning.
Bookkeeping questions
Do you offer bookkeeping on its own?
Bookkeeping is offered as part of a tax planning or CFO advisory relationship, so the numbers are used, not just recorded.
Which software do you use?
We work in common cloud accounting platforms and will recommend one if you don’t have a system yet.
My books are behind. Can you help?
Yes. We can catch up prior periods during onboarding.
How soon after month-end are reports ready?
Timing depends on how quickly statements and receipts are available. We agree on a monthly close schedule at the start.
RELATED SERVICES
Books that support the plan.
SCHEDULE A CONSULTATIONTell us what you’re working on and we’ll determine whether BigApple is the right fit.