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Services

Bookkeeping, cleanup, and tax support for businesses without an accounting department.

We work with owner-led companies, subcontractors, service businesses, and early-stage startups, plus individuals who need personal tax preparation or guidance starting a new business.

01

Bookkeeping & 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
  • Transactions categorized by customer, job, or department
  • Month-end review of unusual items and missing details
  • A concise monthly report you can read and use
02

Cleanup & catch-up

If your books are behind or disorganized, we rebuild a clean starting point with reliable, reconciled numbers.

  • Historical cleanup for prior months or years
  • Reclassification of miscoded transactions
  • Tie-out to bank, loan, and credit card statements
  • Simple, repeatable processes going forward
03

Tax preparation & planning

Individual and small business returns prepared from clear books and filed electronically, with an explanation of what you owe, why, and what you can adjust next year.

  • Individual federal and state returns, filed via IRS e-file
  • Sole proprietor and single-member LLC returns
  • Coordination with your existing CPA when needed
  • Planning recommendations before year-end, not after
Tax season details
04

Job costing & project reporting

For project-based businesses that need to see where each job stands, which work is profitable, and how progress compares to billings and budget.

  • Job cost setup and tracking
  • Progress and percent-complete reporting
  • Retainage, change orders, and holdbacks
  • Owner-friendly summaries that highlight risk and margin
05

Advisory reviews

Regular conversations that walk through your numbers, explain what changed, and support decisions with clear information.

  • Monthly or quarterly review meetings
  • Cash flow review and upcoming obligations
  • Simple budgets tied to real operations
  • Support for pricing, hiring, and financing decisions
06

Systems, setup & transitions

Help choosing and setting up accounting tools, a chart of accounts, and workflows that keep your books organized as you grow.

  • New file setup or conversion from a prior system
  • A practical chart of accounts built around your work
  • Invoicing, bill pay, and expense workflows
  • Light training for you or your team
Get started

Request a consultation.

Share a few details about your business. We’ll follow up to schedule a call and outline clear next steps.

Phone · (513) 296-5243Email · support@thehearthwellgroup.comOffice · Cincinnati, Ohio

Your information is kept confidential.