We often get asked, “Why can’t we just do the current month going forward for my bookkeeping?” and “Why do I have to pay for you to go through past months when they’ve already been done/paid for?” 

We understand how frustrating it can be to pay for months you already paid for. Trust us we would love to just be able to do the current month going forward ignoring past months of the year.  

In our first year in business, we tried only doing the current month going forward and it led to a lot of bookkeeping issues.  Not only that but 100% of the time, it led to the client eventually asking us to redo and fix past months. 

This leads to an even bigger problem because if we then go back to change past months it affects recent months leading to a larger project/ cost than if they just had us clean up past months to begin with

So Now: We only take on clients on a yearly basis.  We have to review/clean up past months for a given year before we can do the current month’s bookkeeping going forward.  Alternatively, you can start with us next January and start the new year clean.

For example, we can’t just do August going forward. We need to make sure January to July is correct, going through every month, and checking every little thing. This is to ensure your books are in the best possible shape so there aren’t any issues when you go to file your taxes for that year.