Services · Austin, TX
Bookkeeping Services in Austin, TX
Bookkeeping for Austin small businesses: transaction categorization, bank and credit card reconciliations, monthly financial statements and cleanup of past records, from a CPA with 20 years of accounting experience.
What’s Included
What Our Bookkeeping Includes
Bookkeeping is set up around how your business runs, so your reports answer the questions you actually have.
Transaction categorization
Every bank and credit card transaction recorded to the right account.
Bank and credit card reconciliations
Each account reconciled to your statements every month.
Monthly financial statements
A profit and loss statement and balance sheet each month.
Cleanup and corrections
Errors fixed and missing months recorded so your books are reliable.
QuickBooks setup and review
A chart of accounts that fits your business and reports you can use.
Year-end preparation
Books closed and ready for your tax return.
Every Month
Your Monthly Bookkeeping Cycle
The same routine runs every month, so your books stay current.
Step 1
Share your statements
Upload bank and credit card statements, receipts and invoices securely online.
Step 2
Record and categorize
Daniel records each transaction and assigns it to the right account.
Step 3
Reconcile and review
Every account is reconciled, and anything unusual is flagged.
Step 4
Receive your statements
You get your profit and loss statement and balance sheet for the month.
Bookkeeping Cleanup
Books Behind or Full of Errors? Daniel Fixes Them
If your books are months behind or have errors that do not match your bank statements, Daniel works through the records month by month and corrects them.
You get reconciled accounts and accurate financial statements you can use for decisions and for your tax return.
Past months recorded and categorized
Errors and duplicate entries corrected
Every account reconciled to statements
Books ready for tax preparation
FAQ
Bookkeeping Questions
Answers to the questions business owners ask most about bookkeeping.
What does your bookkeeping include?
Which software do you use?
Can you fix books that are behind or wrong?
Do you also handle payroll?
Do I need to meet in person?
Service Areas
Serving Austin and Nearby Central Texas Cities
Daniel Malinowski, CPA is based in North Austin at 8701 Shoal Creek Boulevard. Clients meet with Daniel by appointment at the office or by phone and video, and share documents securely online.
Get Started
Book a Call With Daniel Malinowski, CPA
Tell Daniel about your taxes, books or payroll and what you need help with. Meet at the Austin office or by phone or video.