Bookkeeping Services
Every other piece of financial work depends on the books being right. Tax planning, lending conversations, and the decisions an owner makes month to month are only as good as the records underneath them. When the books are behind or unreliable, everything built on top inherits the problem.
Integrated Accounting Solutions, a CPA-led firm in Havertown, PA serving owner-operated businesses nationwide, treats bookkeeping as the foundation it actually is: maintained on a reliable cadence, reconciled, and ready to support the work that comes next.
Bookkeeping is the foundation, not the afterthought.
Clean books are not a clerical task to be rushed at year end. They are the source of every number a business runs on, and keeping them current is what makes the rest of the work possible.
Transaction recording and categorization
Activity captured and coded correctly as it happens, so the books reflect the business rather than a year-end reconstruction.
Account reconciliation
Bank, credit card, and loan accounts reconciled on a set cadence, so the records tie to reality.
Accounts payable and receivable
A current view of what is owed and what is coming in.
Month-end close
A disciplined close that produces financial statements you can actually rely on.
Clean, consistent records
Books kept in a structure that supports tax preparation, advisory, and any lending or bonding conversation without a scramble.
Financial reporting
Statements delivered on a regular schedule, giving a clear read on the business instead of a guess.
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Why your CPA firm should keep them
Books kept in isolation get rebuilt at tax time. Books kept by the firm that files your return are already ready.
When bookkeeping sits with a provider disconnected from your tax and advisory work, the records often get reworked at filing season to make them usable. That rework is wasted effort, and it is where errors enter.
When the same firm keeps the books and prepares the return, the records are maintained from the start in a way that supports everything downstream. Planning rests on current numbers, the close feeds the return directly, and nothing has to be rebuilt to be trusted.
How our bookkeeping service works.
Set up and connect
We establish your chart of accounts and connect your systems through a secure portal, so information flows in cleanly.
Maintain on a cadence
Transactions are recorded and categorized on a set schedule, not in a year-end rush, so the books stay current.
Reconcile and close
Accounts are reconciled and the period is closed on a predictable rhythm, producing statements you can rely on.
Report and connect
Current books feed directly into your tax preparation and advisory work, so the same numbers carry across the whole engagement.
Bookkeeping questions we hear often.
Scope note: Bookkeeping services are performed as defined in your engagement and rely on the completeness and accuracy of the information you provide. They are not an audit, review, or attestation engagement and do not include verification beyond the agreed scope. The services included in your engagement are defined by your proposal and engagement letter.
What accounting software do you work with?
We work primarily in QuickBooks Online and maintain your books within your existing system so your records stay accessible to you.
How often will my books be updated?
We maintain books on a set cadence rather than a year-end catch-up, so your records stay current and the month-end close produces statements you can rely on. The exact rhythm is defined in your engagement.
What is the difference between bookkeeping and controller services?
Bookkeeping keeps the records accurate and current. Controller services add a layer of oversight on top, including review, management reporting, and the financial controls a growing business needs. Many clients begin with bookkeeping and add controller-level support as they scale.
Do you clean up books that have fallen behind?
Yes. We regularly bring records current and reconciled before establishing an ongoing cadence, so the foundation is sound before anything is built on it.
Everything downstream inherits the quality of the books.
A tax plan, a financing conversation, a decision to hire or buy: each one is only as reliable as the records beneath it. Getting the books right is not the unglamorous part of the work. It is the part that determines whether anything built on top can hold.
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