Professional Bookkeeping for Small Businesses
Running a business requires your attention. Keeping the books accurate should not consume the time you need for customers, employees, and day-to-day operations.
Wolf Pine Bookkeeping provides monthly bookkeeping, reconciliations, financial reporting, QuickBooks Online support, and cleanup services for small businesses. Based in Portsmouth, New Hampshire, Wolf Pine Bookkeeping works with businesses locally and virtually throughout the United States.
You receive organized books, clear reports, and direct access to a professional who understands your business and its financial records.
Is It Time to Outsource Your Bookkeeping?
Bookkeeping often begins as a manageable owner responsibility. As the business grows, the number of accounts, transactions, payroll entries, and unanswered questions can make that approach difficult to maintain.
Professional bookkeeping may be appropriate when:
- Bookkeeping is taking time away from running the business.
- Bank or credit-card accounts have not been reconciled consistently.
- QuickBooks balances do not match the bank.
- Transactions are accumulating in uncategorized accounts.
- Your financial reports are difficult to understand or unreliable.
- The books are several months behind.
- Your CPA regularly asks for corrections or missing information.
- The business has outgrown its current bookkeeping process.
You do not need to wait until tax season or until the books become unmanageable. A consistent monthly process can prevent small issues from becoming expensive cleanup projects.
Business Bookkeeping Services
Wolf Pine Bookkeeping tailors the bookkeeping process to the size, activity, and reporting needs of your business. Services may include:
- Ongoing monthly bookkeeping
- Bank and credit-card reconciliations
- Transaction categorization
- Profit-and-loss and balance-sheet reporting
- Cash-flow reporting
- QuickBooks Online setup and support
- Bookkeeping cleanup and catch-up work
- Payroll support as an additional service
- Payroll-account reconciliation
- Organized year-end records for your CPA or tax preparer
Wolf Pine Bookkeeping generally does not manage accounts receivable or accounts payable. The scope of each engagement is established in advance so you know what Wolf Pine Bookkeeping will handle and what remains with you or another member of your team.
Know Where Your Business Stands
Good bookkeeping produces more than a clean transaction list. It creates a dependable financial record that helps you understand what happened during the month and gives your other professionals better information to work with.
With consistent monthly books, you can receive:
Reconciled accounts
Bank and credit-card activity is compared with the books so missing, duplicated, or unresolved transactions can be identified.
Clear financial reports
Profit-and-loss and balance-sheet reports provide a structured view of income, expenses, assets, liabilities, and equity.
Better-organized records
Transactions and supporting information are maintained consistently instead of being reconstructed at year end.
A smoother CPA handoff
Your CPA or tax preparer receives organized books and can focus on the work that requires their expertise.
Accurate reports do not replace business judgment, tax advice, or financial planning. They provide the reliable information those decisions depend on.
Why Wolf Pine Bookkeeping
Wolf Pine Bookkeeping was founded by Peter Ankeny, who brings a systematic, practical approach to financial records.
Peter began his career designing industrial engineering systems before moving into wealth planning and financial services. He understands the importance of dependable underlying data and what tax professionals and advisers need from a set of books.
He is a QuickBooks Online ProAdvisor (Gold Tier), certified in QuickBooks Online Levels 1 and 2 and QuickBooks Online Payroll, an Intuit Certified Bookkeeping Professional, and a Client Advisory Services Foundations graduate. Clients work directly with a professional who understands both the details in QuickBooks and the purpose of clear reporting.
A Straightforward Bookkeeping Process
1
Understand the business
We discuss your business, accounts, current bookkeeping process, QuickBooks file, payroll, reporting needs, and any existing problems.
2
Establish a reliable foundation
Wolf Pine Bookkeeping identifies any setup, cleanup, or catch-up work and recommends an appropriate ongoing bookkeeping process. Responsibilities and deliverables are agreed upon before work begins.
3
Maintain and report
Transactions are categorized, accounts are reconciled, questions are resolved, and financial reports are provided on the agreed schedule.
Wolf Pine Bookkeeping provides bookkeeping and financial reporting. Services do not include tax-return preparation, tax advice, legal advice, audits, financial planning, or investment advice. Wolf Pine Bookkeeping can coordinate with your CPA or tax preparer while each professional remains responsible for their own work.
Monthly bookkeeping starts at $400 per month. Pricing depends on transaction volume, the number of accounts, payroll activity, reporting requirements, and the condition of the existing books. Initial setup, historical cleanup, or catch-up work may be quoted separately.
Frequently Asked Questions
What is included in monthly bookkeeping?
Monthly bookkeeping can include transaction categorization, bank and credit-card reconciliations, financial reports, payroll reconciliation, and organization of records for your CPA. Your exact services and reporting schedule are defined in the engagement scope.
Can you clean up books that are behind?
Yes. Wolf Pine Bookkeeping offers bookkeeping cleanup and catch-up work for businesses with overdue, unreconciled, or disorganized records. The existing file is reviewed first so the work can be scoped and priced appropriately.
Do you work with QuickBooks Online?
Yes. QuickBooks Online is Wolf Pine Bookkeeping’s primary bookkeeping platform. Services can include setup, ongoing support, cleanup, reconciliations, transaction categorization, and financial reporting.
Can you work with my CPA?
Yes. Wolf Pine Bookkeeping can provide organized bookkeeping records and reports to your CPA or tax preparer and respond to appropriate bookkeeping questions. Wolf Pine Bookkeeping does not prepare tax returns or provide tax advice.
Can you work with businesses outside New Hampshire?
Yes. Wolf Pine Bookkeeping is based in Portsmouth, New Hampshire and works virtually with suitable small-business clients throughout the United States.
Spend Less Time Managing the Books
If bookkeeping is taking too much time or your current records are difficult to trust, Wolf Pine Bookkeeping can help establish a clearer monthly process.
Schedule a consultation to discuss what is happening in the books, the support you need, and whether Wolf Pine Bookkeeping is the right fit for your business.
