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Our Services

Most bookkeepers close the month. We help you plan the next one.

Our Services

Set Up & Cleanup

What we do:

Getting your books into a state that can actually be trusted and handed off with confidence to a CPA, a lender, a future you, or a bookkeeper of the future. Whether you're setting up a new business, migrating between systems, or climbing out from under years of half-done reconciliations, this is where we start.

Our approach: The clean-up isn't the end goal. It's the foundation for everything else that then actually works.

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01

Monthly Books

What we do:

The rhythmic bread-and-butter of a healthy business. Every account reconciled, every transaction categorised, every report closed on the same day of the month. You stop wondering whether the numbers are right and start actually using them.

Our approach: Consistency beats heroics. Same day, every month, for as long as we work together.

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02

Payroll & Cash Flow

What we do:

The operational money movement that keeps the business running and the visibility into what's coming in and going out that lets you actually plan. Payroll runs on time. Bills get paid on schedule. Invoices get followed up. Cash is where it should be, when it should be.

Our approach: Money in motion is the part most bookkeepers ignore. It's usually the part that decides whether the business feels calm or chaotic.

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03

Tax & Coaching

What we do:

The strategic layer on top of clean books. Tax bills that don't surprise you, forms filed on time, and — when you want it — a real conversation about what your numbers are actually telling you. Brian is a Certified Financial Planner®, which is unusual for a bookkeeper and means the P&L doesn't stop at the ledger.

Our approach: Numbers on their own don't decide anything. The conversation about the numbers is what actually shapes the business.

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Built differently, on purpose

Six ways Talbott Bookkeeping is different

Built differently, on purpose

Six ways Talbott Bookkeeping is different

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A few ways to work together

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For business owners, your personal finances and your business finances aren't two things. Through our sister practice, Throughline, we can hold both.

Throughline is a fee-only personal financial planning practice, also run by Brian, focused on the mid-career business owner and the family behind them. When bookkeeping and personal planning come from the same team, tax strategy spans both sides. Retirement math includes the business exit. Cash-flow decisions consider the household as well as the P&L. And no one is guessing what the other financial life looks like.

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Ready to hand the books over?

Forty-five minutes, on us. Bring whatever's already there — we're used to messy. If we're a fit, we'll say so. If not, we know good bookkeepers we can point you to.

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