Bookkeeping Services
Monthly bookkeeping, bank reconciliations and financial reports so your numbers are always current and tax-ready.
How BATS handles bookkeeping services
Good tax strategy starts with accurate books. We categorise transactions, reconcile every bank and credit card account each month and send you clear reports, so you know where the business stands and tax season becomes a formality.
We work with clients in all 50 states and Washington, D.C., so state-specific rules are covered whether you are in one state or several.
Who this is for
- Small businesses without an in-house bookkeeper
- Owners who are months behind on their books
- Growing companies that need monthly reporting
- Businesses preparing for a loan, sale or investment
Everything covered in this service
Transaction categorisation
Monthly bank and credit card reconciliations
Profit and loss statement and balance sheet
Accounts receivable and payable tracking
Catch-up bookkeeping for past months
Year-end package for your tax return
The paperwork behind bookkeeping services
| Profit and loss statement | Income and expenses for the month and year to date |
|---|---|
| Balance sheet | What the business owns and owes |
| Bank and card reconciliations | Every account matched to its statement |
| Receivables and payables aging | Who owes you, and whom you owe |
| Cash summary | Where cash came from and where it went |
| Year-end tax package | Ready for your business tax return |
What we'll need from you
Have these ready and your first meeting goes much faster. Don't worry if something is missing; we'll help you find it.
- Read-only access to bank and credit card accounts
- Loan and lease statements
- Payroll reports
- Receipts, or access to your receipt app
- Previous financial statements or tax return
How it works, step by step
Connect accounts
We connect your bank feeds and accounting software.
Clean up
We bring any back months up to date.
Monthly close
Each month we categorise, reconcile and close the books.
Report
You receive financial statements and a short summary.
Why clients choose BATS for bookkeeping services
Reconciled every month
Every account tied out to its statement, not just categorised.
Tax-ready books
Set up to flow straight into your business return.
Clear reporting
Plain-English summaries with the numbers that matter.
Scales with you
Add payroll, AP/AR or CFO support as the business grows.
Bookkeeping Services FAQs
11 answers to the questions clients ask us most. Don't see yours? Ask us directly.
Which software do you use?
We work in QuickBooks Online, Xero and other common platforms, and can set one up if you do not have one.
How far behind can you catch up?
We regularly rebuild books for one or more prior years.
Do I still need to do anything?
A few minutes a month to answer questions about unusual transactions and send receipts.
Cash or accrual accounting: which should I use?
Many small businesses report on the cash basis, which is simpler. Accrual accounting gives a truer monthly picture. We recommend the method that fits your size, lenders and tax situation.
How long should I keep receipts and records?
Keep records that support your tax returns for at least three years after filing, and payroll records for at least four years. Many businesses keep everything for seven.
Do you need my bank passwords?
No. We use read-only bank feeds and accountant access in your accounting software, so you never share passwords.
When will my monthly reports be ready?
Usually within the first few weeks of the following month, once statements are available and any questions are answered.
I mix personal and business spending. Can you still help?
Yes, and we will help you separate them. A dedicated business account and card is the single best step for cleaner books.
Which accounting software do you support?
QuickBooks Online and Xero most often, along with common payroll, bill pay and e-commerce tools.
Can we start partway through the year?
Yes. We bring the books up to date from the start of the year, then continue monthly.
How do we communicate with you?
By email, our client portal and scheduled calls. You have a named contact who knows your business.
Often paired with this service
QuickBooks Setup & Cleanup
QuickBooks Online setup, chart of accounts design, cleanup of messy books and training for you and your team.
Learn moreAccounting & BookkeepingFinancial Statements & Reporting
Compiled financial statements and management reports for lenders, investors, boards and owners.
Learn moreTax Preparation & FilingBusiness Tax Preparation
Partnership, S corporation and C corporation tax returns prepared accurately and on time, with K-1s delivered to owners.
Learn moreBookkeeping Services in every state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, D.C.
- West Virginia
- Wisconsin
- Wyoming
Popular cities
- Birmingham, AL
- Anchorage, AK
- Phoenix, AZ
- Little Rock, AR
- Los Angeles, CA
- Denver, CO
- Bridgeport, CT
- Wilmington, DE
- Jacksonville, FL
- Atlanta, GA
- Honolulu, HI
- Boise, ID
- Chicago, IL
- Indianapolis, IN
- Des Moines, IA
- Wichita, KS
- Louisville, KY
- New Orleans, LA
- Portland, ME
- Baltimore, MD
- Boston, MA
- Detroit, MI
- Minneapolis, MN
- Jackson, MS
- Kansas City, MO
- Billings, MT
- Omaha, NE
- Las Vegas, NV
- Manchester, NH
- Newark, NJ
- Albuquerque, NM
- New York City, NY
- Charlotte, NC
- Fargo, ND
- Columbus, OH
- Oklahoma City, OK
- Portland, OR
- Philadelphia, PA
- Providence, RI
- Charleston, SC
- Sioux Falls, SD
- Nashville, TN
- Houston, TX
- Salt Lake City, UT
- Burlington, VT
- Virginia Beach, VA
- Seattle, WA
- Washington
- Charleston, WV
- Milwaukee, WI
- Cheyenne, WY
Get help with bookkeeping services
Book a consultation and get a clear plan for your taxes and books, wherever you are in the U.S.