Advisory Service

Clean books, maintained monthly, supervised by a CPA.

Bookkeeping is the foundation everything else rests on. When it is done properly, tax season is uneventful, lenders get answers the same day, and you can make a pricing decision from data rather than instinct.

Who we serve

Professional Bookkeeping for clients with real complexity.

  • Owner-operated businesses without an internal accounting hire
  • Professional practices — legal, medical, dental, and consulting
  • Restaurants and retail with high transaction volume and sales-tax obligations
  • Landlords and short-term rental operators tracking property-level results
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Monthly reconciliation

Bank, credit card, loan, and merchant accounts reconciled every month — not once a year under deadline pressure.

CPA supervision

Your bookkeeping is reviewed by the same firm that signs your return, so categorization actually matches how it will be reported.

Sales tax and payroll support

Filings tracked and coordinated so notices never arrive as a surprise.

Audit-ready records

Documentation attached to transactions, so support exists when someone eventually asks for it.

Our process

How a professional bookkeeping engagement runs.

01

Systems review

We connect your accounts, confirm your chart of accounts, and set categorization rules to your business model.

02

Catch-up

Any backlog is brought current and reconciled before we begin the ongoing cadence.

03

Monthly cycle

Transactions categorized, accounts reconciled, and a short P&L and balance sheet delivered each month.

04

Year-end handoff

Books close into the tax return internally — no scramble, no second firm charging to interpret your file.

Questions

What clients ask before engaging.

How much does bookkeeping cost?

Monthly fees are flat and scoped to transaction volume, number of accounts, and payroll complexity. You receive the quote in writing before any work begins.

Can you take over from our current bookkeeper?

Yes. We review the existing file, correct what needs correcting, and document the transition so nothing falls through the gap.

Will I still meet with a CPA?

Yes. Bookkeeping clients receive a periodic review with Selim Hanna, CPA — the point of clean books is to make those conversations useful.

Book a Consultation

Ready to work with a CPA firm that treats your finances like their own?

Schedule a complimentary consultation with Selim Hanna, CPA, and see how strategic advisory can protect and grow your business.