Services
Clear finances, steady decisions
Hearthwell provides dependable bookkeeping, reporting, cleanup, tax preparation, and practical financial guidance for owners who need organized numbers and a straightforward view of their finances.
We specialize in owner led companies, subcontractors, service businesses, and early stage startups that do not have an internal accounting team. Hearthwell also supports individuals who need personal tax preparation or guidance as they start a new business. For project based work, we help clarify job cost, progress tracking, percent complete reporting, and industry specific compliance requirements so you can stay informed and confident in your decisions.
Bookkeeping and Monthly Support
Ongoing bookkeeping that keeps your bank accounts, credit cards, and loans reconciled every month so you always know where things stand.
- • Monthly reconciliations for bank, credit card, and loan accounts
- • Accurate transaction categorization by customer, job, or department
- • Month end review of unusual items and missing details
- • Simple monthly reports you can actually read and use
Cleanup and Catch Up Work
If your books are behind or feel messy, we clean things up so you can move forward with a clean starting point and reliable numbers.
- • Historical cleanup for prior months or years
- • Reclassification of miscoded transactions
- • Tie out to bank, loan, and credit card statements
- • Setup of simple repeatable processes going forward
Tax Preparation and Guidance
Individual and small business returns prepared from clear books, with a focus on explaining what you owe, why you owe it, and what you can adjust next year.
- • Individual federal and state tax returns
- • Sole proprietor and single member LLC returns
- • Coordination with your existing tax preparer if needed
- • Practical recommendations before year end, not after
Job Costing and Project Reporting
Support for project based businesses that need to see where each job stands, which work is profitable, and how progress compares to billings and budget.
- • Basic job cost setup and tracking
- • Progress and percent complete style reporting
- • Support for retainage, change orders, and holdbacks
- • Owner friendly summaries that highlight risk and margin
Advisory Calls and Check Ins
Regular conversations that walk through your numbers, explain what has changed, and help you make decisions using clear information.
- • Monthly or quarterly review meetings
- • Cash flow review and upcoming obligations
- • Simple budgets tied to real world operations
- • Support for pricing, hiring, or debt decisions
Systems, Setup, and Transitions
Help choosing and setting up accounting tools, charts of accounts, and simple workflows so your books stay organized as you grow.
- • New file setup or conversion from a prior system
- • Practical chart of accounts built around your work
- • Invoicing, bill pay, and expense workflows
- • Light training for your or your team as needed
Ready to talk through next steps
Your finances deserve clarity and structure. Let us know what you would like support with, and we will follow up with a clear plan to get you there.