Full-Service Monthly Bookkeeping

Complete bookkeeping relief. We handle all data entry, bank reconciliations, and transaction categorization every month, delivering accurate financial reports so you are always ready for tax season.

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Your books, balanced and beautiful. Every single month.

Fred Lundin CPA offers Full-Service Monthly Bookkeeping for business owners who want to retire from the job of "part-time data entry clerk." 

We understand that bookkeeping is often the first thing to slide when you are busy growing a business, leading to messy records, missed deductions, and tax-time panic. Our full-service solution takes the entire burden of transaction management off your plate. We don't just "keep" the books; we curate them.

Our virtual team connects directly to your bank feeds, credit cards, and merchant processors to categorize every penny in real-time. We handle the reconciliations, manage the document storage, and ensure your accounts are "Tax Ready" 12 months a year. 

Whether you are a solo consultant needing a simple Schedule C summary or a retail store requiring complex inventory tracking, we provide the clean, accurate, and compliant financial records you need to sleep soundly.

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Frequently Asked Questions (FAQ)

What is the difference between "Bookkeeping" and "Accounting"? 

Think of Bookkeeping as the foundation: it is the daily recording, categorizing, and reconciling of transactions to ensure the data is accurate. Accounting (and Advisory) is the analysis of that data to make decisions. Our Full-Service Bookkeeping ensures your foundation is crack-free so your tax strategy can stand tall.

How do I get my receipts to you? 

We make it effortless. You can use our mobile app to snap photos of receipts, forward email invoices to a dedicated inbox, or upload files to your secure client portal. We match the receipts to the bank transactions for you, creating an audit-proof paper trail.

Do you handle "Catch-Up" bookkeeping? 

Yes. If you haven't touched your books in 6 months (or 6 years), don't panic. We offer a specialized Catch-Up & Cleanup Service to bring your historical records up to date before we begin the monthly maintenance.

Does this service include filing my taxes? 

Monthly Bookkeeping covers the preparation of your financial records (Profit & Loss, Balance Sheet). The actual filing of the tax return (Form 1040/1120) is a separate service, but because we handle your monthly books, the hand-off to our tax team is seamless and often cheaper than if you brought us messy books at year-end.

Do I need to sign a long-term contract? 

No. We believe we should earn your business every month. Our bookkeeping services are typically offered on a month-to-month basis with a 30-day notice period, giving you the flexibility you need as a small business owner.