Bookkeeping

Monthly bookkeeping for tax-ready business records

Clean books make tax preparation, planning, lending, payroll, and owner decisions easier. GHL helps business owners keep transactions categorized, reconciled, and ready before filing season pressure arrives.

Ask about bookkeeping What’s included

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What happens each month

You send the month’s records.
GHL reconciles every account.
GHL reviews the statements with you.
The books are ready for the tax return.

The Service

Who it’s for, and what GHL handles

Who this is for

LLCs, C-Corps, S-Corps, partnerships, and sole proprietors
Owners who need monthly books instead of year-end cleanup
Businesses preparing for tax filing, lending, or partner reporting
Clients who want bookkeeping and tax preparation handled by one team

Included in this work

Monthly transaction review and categorization
Bank and credit card reconciliation
Profit and loss and balance sheet review
Bookkeeping cleanup planning when records are behind
Books handed to GHL’s tax preparers ready for the return

Records To Gather

What to gather

An engagement begins after the first conversation with GHL. This list helps you get ready for it.

Bank, credit card, loan, and merchant statements
Payroll reports and contractor payment records
Prior bookkeeping files or accounting system access
Receipts, invoices, and notes for unusual transactions

Who does the work

Corinne Shipman, MBA, MSM, leads GHL's tax and trust practice and has more than 12 years of tax experience.
GHL prepares returns for individuals, businesses, partnerships, and trusts, including Form 1041.
Corinne works with clients in English, Spanish, and French.
Clients send their documents through the Secure Client Portal.

Common Questions

Bookkeeping FAQs

How often are bookkeeping records reviewed?

Bookkeeping is typically handled on a monthly rhythm so accounts can be categorized, reconciled, and reviewed before tax season pressure builds.

Can GHL clean up old or behind books?

Yes. If records are behind, GHL can review the scope and recommend a cleanup plan before moving into ongoing monthly bookkeeping.

Does GHL use the books for the tax return?

Yes. GHL keeps the books ready for the tax return, so the return, the estimates, and planning all work from the same books.

Next step

Ask about bookkeeping

Tell GHL what you need, and GHL will contact you about availability, scope and fees.

Asking does not begin work.

Ask about bookkeeping

Send documents through the Secure Client Portal. Never attach tax documents, account numbers or Social Security numbers to a web form or an email. If you engage GHL, it gives you portal access when that engagement starts.