01 / GET CAUGHT UP
Historical & Catch-up Bookkeeping
If your books have fallen behind, you are not alone—and you are not in trouble. We’ll sort through the backlog, identify what is missing, reconcile the accounts, and create a clean place to start from.
- Bring overdue bookkeeping up to date
- Organize missing records and transactions
- Reconcile accounts and clarify opening balances
- Build a practical path forward
02 / KEEP CURRENT
Monthly Bookkeeping
Once your books are in a good place, ongoing bookkeeping keeps them there. We’ll maintain your records, reconcile your accounts, and help you understand what the numbers are saying.
- Track income and expenses
- Reconcile bank and credit-card accounts
- Keep records organized month to month
- Provide useful reports and practical insights
03 / YEAR-END
Year-End Tax Package
At year-end, you’ll receive an organized package with the reports and records your tax preparer or CPA needs to file your taxes.
- Prepare year-end bookkeeping reports
- Organize supporting financial records
- Highlight questions or items needing attention
- Provide a clear handoff for your tax professional
TallyHo does not file tax returns. Your tax preparer or CPA uses the completed package to do that.