Bookkeeping
Daily categorization, bank and credit card reconciliation, AP, AR, monthly close, and practical reports.
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Bookkeeping, payroll, and tax services for businesses across the US.
We support the recurring accounting work that keeps operations moving: clean monthly books, payroll cycles, tax-ready records, cleanup, reconciliation, and reporting.
What we handle
Three services, one cleaner financial rhythm.
We start with the scope, then build a recurring workflow around your books, payroll, filing calendar, and cleanup needs.
Payroll
Scheduled pay runs, employee records, withholdings, YTD balances, and provider transition support.
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Tax-ready books, payroll tax filing support, quarterly check-ins, and clean documentation before deadlines.
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Cleanup and reporting
When the books are behind, we start where the records are.
We trace discrepancies, rebuild messy periods, refine the chart of accounts, and create reporting that helps you see what is happening without waiting for year-end.
Reconciliation
Bank-to-register review to find missing, duplicate, or misposted transactions.
Reporting
Profit and loss, balance sheet, cash flow, and management summaries as needed.
Reviews
Scheduled calls to walk through the numbers and flag unusual movement.
How onboarding works
No account access before the scope is signed.
The process is intentionally simple because the data is important. We agree on the work, set up secure access, fix what is behind, then keep the monthly cycle moving.
Engagement letter
Scope, fees, confidentiality, data ownership, responsibilities, and term are agreed first.
Discovery
We review your software, payroll setup, transaction volume, backlog, and reporting needs.
Secure access
Permissions are limited to assigned team members and only what the agreed work requires.
Cleanup and cycle
Historical issues are fixed, then monthly bookkeeping, payroll, filings, and reporting move into rhythm.
Tell us which service feels heaviest right now.
We will help you separate urgent cleanup from recurring monthly support.
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Frequently asked questions
Services questions we hear often.
Clear answers before the first call helps the scope stay clean.
Do you only work with businesses in Minnesota?
No. Books and Budget is based in Bloomington, MN, but we support businesses across all 50 states. If you searched for bookkeeping services near me, we can still help remotely with a clear monthly workflow.
What makes you different from another bookkeeping company?
We define the scope before requesting access, keep communication plain, and support the work as a team. As a bookkeeping company in the US, our goal is to make the records easier to trust no matter where your business operates.
Can you help if my bookkeeping, payroll, and tax records are behind?
Yes. We can scope cleanup first, then move into recurring support once the records are stable enough for a normal monthly rhythm.
Do I need to change software before starting?
Usually not. We first review what you already use, then recommend a change only when the current setup is slowing the work down or creating avoidable risk.
What happens in the free consultation?
It is a complimentary, no-obligation review of your current bookkeeping workflow, reconciliation status, transaction volume, backlog, software, payroll setup, and reporting needs. We follow with a clear scope and tailored pricing where appropriate. It is not a tax or IRS audit.