“For fifteen years Hartwell has handled our returns and our books. They caught an S-Corp election that saved us more in one year than we've paid them in five.”
Robert Chen
Owner, Chen Family Dental
Services
Bookkeeping & Accounting
Clean, reconciled books every month so you always know where your business stands.
Overview
About our bookkeeping & accounting service
We keep your books current in QuickBooks Online or Xero, reconcile every account, and deliver a monthly package you can actually read.
- Monthly bank and credit card reconciliation
- Accounts payable and receivable tracking
- Monthly financial statements
- Sales tax filings
- QuickBooks / Xero setup and cleanup
- Year-end close and 1099s
How it works
A clear, predictable process
- 01
Discovery call
A 30-minute conversation about your situation, goals and what's not working today.
Week 1
- 02
Review & proposal
We review prior returns and books, then send a fixed-fee proposal with no surprises.
Week 1–2
- 03
Onboarding
Portal setup, document collection and a clean-up plan if your books need it.
Week 2–3
- 04
Year-round partnership
Monthly reporting, mid-year planning and a CPA who answers the phone.
Ongoing
Client stories
What clients say
via google
Let's talk about bookkeeping & accounting
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 8:30 AM – 5:30 PM