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Bookkeeping

Monthly bookkeeping for tax-ready business records

Clean books make tax preparation, planning, lending, payroll, and owner decisions easier. GHL helps business owners keep transactions categorized, reconciled, and ready before filing season pressure arrives.

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What happens each month
  1. You send the month’s records.
  2. GHL reconciles every account.
  3. GHL reviews the statements with you.
  4. The books are ready for the tax return.
The Service

Who it’s for, and what GHL handles

Who this is for

  • LLCs, C-Corps, S-Corps, partnerships, and sole proprietors
  • Owners who need monthly books instead of year-end cleanup
  • Businesses preparing for tax filing, lending, or partner reporting
  • Clients who want bookkeeping and tax preparation handled by one team

Included in this work

  • Monthly transaction review and categorization
  • Bank and credit card reconciliation
  • Profit and loss and balance sheet review
  • Bookkeeping cleanup planning when records are behind
  • Books handed to GHL’s tax preparers ready for the return
Scope And Fees

How fees are set

The scope is reviewed before work begins, and the fee follows from it. For bookkeeping, the fee depends on things like:

  • How many accounts and transactions there are each month
  • How current the books are, including any catch-up or cleanup
  • How many businesses or entities are included
  • Payroll, sales tax or other filings handled alongside the books
  • The reports reviewed with you each month

The agreed scope and fees are written in the Engagement Letter before work begins.

Records To Gather

What to gather

This list helps you get ready for the first conversation with GHL.

  • Bank, credit card, loan, and merchant statements
  • Payroll reports and contractor payment records
  • Prior bookkeeping files or accounting system access
  • Receipts, invoices, and notes for unusual transactions
Common Questions

Bookkeeping FAQs

How often are bookkeeping records reviewed?

Bookkeeping is typically handled on a monthly rhythm so accounts can be categorized, reconciled, and reviewed before tax season pressure builds.

Can GHL clean up old or behind books?

Yes. If records are behind, GHL can review the scope and recommend a cleanup plan before moving into ongoing monthly bookkeeping.

Does GHL use the books for the tax return?

Yes. GHL keeps the books ready for the tax return, so the return, the estimates, and planning all work from the same books.

Next step

Ask about bookkeeping

What happens after you ask

  1. Tell GHL what you need, and GHL will contact you about availability, scope and fees.
  2. GHL first invites you to the Secure Client Portal.
  3. You sign the Engagement Letter, with the agreed scope and fees, in the Secure Client Portal before work begins.
  4. Send documents through the Secure Client Portal. Never attach tax documents, account numbers or Social Security numbers to a web form or an email.
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