Transaction classification
Consistent recording and categorization based on the information and support your business provides.
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Service 05
Bookkeeping
Dependable bookkeeping creates the foundation for tax preparation, financial reporting, and day-to-day decision-making. LTP CPAs helps small businesses maintain organized records with a repeatable process and CPA oversight.
What we can help with
A focused scope built around the purpose.
Account reconciliations
Regular reconciliation of bank, credit card, and other agreed accounts to identify differences promptly.
Month-end support
A repeatable close checklist designed to keep records current and financial reports more dependable.
Bookkeeping cleanup
Catch-up and correction support for periods where records are incomplete, delayed, or inconsistent.
Common situations
When this service may be worth discussing.
- Bookkeeping takes too much owner time
- Accounts are not reconciled consistently
- Tax preparation begins with a scramble
- Monthly reports arrive late or cannot be trusted
What to expect
Clear steps. Direct communication.
Every engagement begins with the actual requirement, your timing, and the records already available.
Set the workflow
We agree on systems, document sharing, responsibilities, timing, and the monthly close schedule.
Maintain the records
Transactions and agreed accounts are addressed using a consistent, documented routine.
Review the month
We look for unreconciled items, unusual balances, and information needed from the business.
Deliver the reports
You receive the agreed financial reports and a clear list of any open items or follow-up needs.
Start with a conversation
Not sure whether this is the right service?
A free 30-minute consultation can help clarify the requirement, scope, and best next step.
Service availability and scope depend on your facts, applicable professional standards, licensing requirements, and a signed engagement agreement.