Beyond the Numbers
Bookkeeping is far more than just categorizing weekly transactions. Accurate, up-to-date books empower business owners to understand operational performance, monitor cash flow, prepare efficiently for tax season, and make informed strategic decisions.
When you work with Pivotal Tax & Accounting, you partner directly with an experienced CPA who takes the time to understand your business—never passing your account between multiple junior staff or unfamiliar call centers.
Tailored Accounting Support
Who We Help
Our bookkeeping services adapt to your business structure and operational stage, supporting owners who need ongoing maintenance, file cleanup, or clearer financial structure.
Sole Proprietors & Independent Contractors
Small Businesses & LLCs
Growing Businesses
Clean income and expense tracking designed to simplify tax filings, maximize eligible deductions, and establish clear operational separation.
Reliable monthly bookkeeping, bank reconciliations, and financial reporting that keep your entity compliant and organized.
Scalable accounting oversight, cash flow tracking, and structured support as transaction volumes and complexity expand.
— Core Capabilities
Bookkeeping Services We Provide
We offer a practical range of bookkeeping capabilities to keep your accounts accurate and compliant. Services are customized to meet the specific requirements of each business engagement.
Monthly Bookkeeping & Categorization
Bank & Credit Reconciliations
Financial Reporting & Statements
Ongoing monthly bookkeeping, transaction categorization, and detailed expense tracking to maintain continuous clarity over your finances.
Rigorous bank and credit card reconciliations to verify account balances and ensure zero missing entries or unexpected discrepancies.
Preparation of clear financial statements (profit & loss, balance sheets) to help owners quickly understand financial health.
QuickBooks Support & Setup
Cleanup & Historical Catch-Up
Tax Prep Coordination & AP/AR
Direct QuickBooks support to keep your software organized, correctly configured, and properly synchronized with your workflows.
Specialized bookkeeping cleanup and catch-up services for businesses with backlogged transactions or un-reconciled periods.
Seamless coordination of bookkeeping data for year-end tax planning and preparation, plus accounts payable/receivable support when applicable.
Clear Steps
Schedule Consultation
Provide Your Information
Your Books Are Updated
Review & Understand
Discuss your business operations, existing records, and specific bookkeeping needs with an experienced CPA.
Provide access to accounting records and necessary financial documents securely and conveniently.
Transactions are systematically recorded, accounts reconciled, and financial records thoroughly reviewed.
Review updated financial information and discuss key operational questions or tax implications directly with your CPA.
Frequently asked questions
What bookkeeping services do you provide?
Pivotal can provide full service bookkeeping, transaction categorization, account reconciliation, and financial reporting. We can also perform set up, clean up or catch up on bookkeeping entries to get things back on track or in addition to tax preparation.
How often should my books be updated?
We suggest categorizing and updating the books at least monthly for businesses who have multiple accounts and transactions.
Do you work with QuickBooks?
Yes, we work with QuickBooks, Xero, Wave and other third party software packages. We also work with clients who use Excel for bookkeeping.
Do you provide bookkeeping for small businesses and LLC's?
Yes, we provide bookkeeping services for many types of small businesses regardless of their structure. We currently work with sole proprietors, LLC's, S-Corporations and C-Corporations
Can you clean up my existing books?
Yes, we can review your existing books for accuracy and potential cleanup entries. We can assist with unreconciled accounts as well.
Can bookkeeping help with tax preparation?
Yes, having clean and accurate books assists with tax preparation.
