B & C offers full-cycle bookkeeping: daily transaction coding, monthly bank/credit-card reconciliations, A/R & A/P tracking, and preparation of standard financial reports (profit-and-loss, balance-sheet, cash-flow). These core tasks mirror the “monthly accounting process” that other U.S. firms follow to keep owners in control of their numbers. 

Yes. The first step for new clients is a catch-up engagement that brings every prior month to the current status so reports agree to bank and tax records before ongoing work begins—an approach also used by national providers. 

We are certified in both QuickBooks Online and Xero and can work with other cloud platforms on request, matching the flexibility described by peer firms. 

Bookkeeping focuses on accurately recording day-to-day transactions; accounting interprets data, adjusts entries, and produces formal financial statements for decision-making and tax filing. Think of bookkeeping as building the data set and accounting as turning it into insight. 

All client records sit in SOC-compliant cloud platforms with bank-level encryption, MFA, role-based permissions and written data-retention policies—controls that mirror the security standards outlined by leading outsourced providers. (CBH)

Yes. Audit support—liaising directly with the IRS agent and providing needed documentation—is built into our bookkeeping + tax packages, similar to other firms' representation assurances. 

Typical source items include prior-year returns, bank and credit-card statements, payroll reports, 1099s/ W-2s, asset purchase details and any IRS or state notices. Supplying complete, organized records speeds your return and lowers your fee—best practice endorsed by both private firms and IRS guidance.