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Working Together

Bookkeeping Services for Service-Based Entrepreneurs & Medical Professionals

Accurate, tax-ready books so you can focus on running your business — and keep more of your hard-earned money

Who We Serve

We work with:
• Medical and wellness professionals who want accurate financial tracking for their practice.

• Service-based entrepreneurs earning under $80,000 annually who need clean, organized books without hiring a full-time employee.

• New business owners who want their books done right from the start, so tax season is stress-free.If you’re ready to have accurate records, avoid costly mistakes, and stay compliant year-round, you’re in the right place.

What is Bookkeeping?

Bookkeeping is the foundation of every successful business. It’s the process of recording, categorizing, and reconciling all your financial transactions so you know exactly where your money is going and how your business is performing. With professional bookkeeping, you’ll never have to guess your profit, wonder if you can afford a big purchase, or scramble during tax season.

What’s Included in Our Bookkeeping Services

  • Recording and categorizing all income and expenses
    • Reconciling bank and credit card accounts
    • Maintaining an accurate chart of accounts
    • Monthly financial statements in plain language
    • Year-end analysis and W-2 reconciliation, including state wage verification, to ensure your tax records are accurate

  • Even with monthly bookkeeping, we don’t just send you reports and leave you to figure them out. We meet with you on a quarterly basis to review your financial statements, discuss your current goals, and map out future goals and next steps for your business.

  • Payroll Support for Bookkeeping ClientsThe one big misconception about payroll is that LLC owners are supposed to be on payroll — and that is not true.
    • Sole proprietors and LLC owners do not go on payroll.
    • If an LLC has employees, those employees must be on payroll with proper withholdings and reporting.We offer optional payroll setup and processing to ensure:
    • All W-2 wages are properly recorded
    • State wages match for tax reporting
    • Your payroll reports are ready for year-end filing

  • Misclassifying workers can lead to IRS penalties and back taxes.
    We guide you in properly categorizing your workers:
    • Employees (W-2) require payroll tax withholdings and reporting.
    • Contractors (1099) are paid without withholdings, but must meet IRS rules to qualify.

     

    We’ll review your team structure to make sure you’re compliant — before it becomes an expensive problem.



Why Bookkeeping Matters for Taxes?

Bookkeeping drives tax strategy. By keeping your books in order, we can identify opportunities to lower your tax bill and even determine if switching your business entity could help you save more.

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Not Ready for Full-Service Bookkeeping?

 

Our DIWM (Do It With Michelle) Elite Bookkeeper Program is a $49.99/month subscription that teaches you how to manage your own books like a pro — with hands-on support, training, and resources.

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