Full-Service Bookkeeping
Leave the Bookkeeping to Us, So You Can Focus on Growing Your Business
Bookkeeping for Every Stage of Your Business
Whether you’re just getting started or preparing for a major growth event, our bookkeeping solutions evolve with your business. Here's how we support you at every stage:
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Startups - We’ll set up clear, easy-to-use bookkeeping systems from day one — giving you visibility into your cash flow and helping you build financial discipline as you grow
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Growing Businesses - As things ramp up, so does complexity. We help you scale your accounting infrastructure, implement processes, and support add-ons like payroll, AR/AP, and cash flow management.
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Established Businesses - If your books need cleanup or optimization, we’ll bring structure and oversight — refining workflows, implementing internal controls, and delivering accurate reporting that drives smarter decisions.
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Preparing for Funding or Exit - Whether you're raising capital, applying for a loan, or preparing for acquisition, clean, audit-ready financials are essential. We’ll ensure your records are in top shape to present to investors, buyers, or lenders.
Our Comprehensive Bookkeeping Services Include:
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Chart of accounts and general ledger optimization
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Historical cleanup
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Transaction categorization
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Balance sheet reconciliations
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Month-end close
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Financial reporting
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Financial results meeting
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Accounts payable management
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Accounts receivable management
Why Bookkeeping Matters
Reliable bookkeeping isn’t just about staying organized — it’s the foundation for a healthier, smarter business. Here’s why it matters:
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Make Better Decisions Internally - Accurate, up-to-date books give you visibility into your cash flow, margins, and performance — helping you make confident, informed decisions every day.
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Present Cleanly to Investors and Lenders - When it’s time to raise capital or secure financing, clean financials send a strong signal. Investors and lenders want transparency — and well-managed books show that you're on top of your business.
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Streamline Tax Prep and Avoid Headaches - Tax season is a lot less painful with clean books. Accurate records reduce prep time, minimize errors, and help ensure you’re taking advantage of every deduction you deserve.
Outsourced Accounting and Fractional CFO Services
Beyond bookkeeping, Steady Co. offers comprehensive outsourced accounting and Fractional CFO services to elevate your financial management:
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Outsourced Accounting: Our platform, processes, and people ensure efficient handling of your accounting functions—from bill payments and invoicing to payroll and compliance.
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Fractional CFO Services: Our CFOs partner with you to enhance future financial performance through strategic planning, capital management, and financial forecasting.
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What is Tax Strategy/Advisory and how can it benefit me or my business?Tax Advisory involves professional guidance on tax-related matters to ensure compliance, minimize tax liabilities, and take advantage of tax-saving opportunities. It benefits businesses by maximizing tax efficiencies and minimizing risks. Many tax strategies are unique to certain client situations and ensuring these strategies are correctly executed often requires deep expertise.
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What is a Tax Assessment?Many of our clients came to us from pre-existing CPA relationships. Making a change in your CPA is not something that happens frequently and people want to ensure that, if they are going to make a move, it is to the right place for a long-lasting relationship. The Tax Assessment is a way for Steady Co to show you how we think, what we look for, and what the impact is to you before you decide to engage us to execute your customized strategy and file your tax return. It is also a great way to “spot-check” if your current provider is exploring all the tax strategies available to your particular situation without having to formally switch to a new accounting firm.
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Do I have to do a Tax Assessment to become a Tax Advisory Client?Yes, we perform a Tax Assessment for every advisory client. Think of it as your roadmap to success in our new partnership. We need to determine whether we can make a positive impact in your tax position and we both need to understand what it is going to take to execute and capture all the savings we outline. There are always exceptions, but the Tax Assessment is generally an excellent first step for our Advisory engagements.
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How can Tax Strategy/Advisory help in reducing my tax liability?Tax strategy services help identify deductions, credits, and incentives applicable to your business or your personal income sources. They also assist in structuring transactions and operations in a tax-efficient manner, with the end goal being a reduction in your overall tax liability.
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What is the difference between Tax Deferral Strategy and Tax Reduction Strategy?Tax Deferral strategies are focused on deferring or delaying your tax liability to some future point. A common example of a tax deferral strategy is a 1031 exchange (also known as a like-kind exchange) in real estate, where you can “defer” all or a portion of the gain on the sale of investment/rental real estate when you replace that property with another investment property within a certain time period of the sale, thereby deferring the tax liability associated with the deferred gain recognition. Tax Reduction strategies are meant to immediately reduce your tax burden for the current (and potentially future) tax years. A common example of a tax reduction strategy is making charitable contributions to qualifying charitable organizations, which can reduce taxes in a variety of ways, depending on your tax scenario, such as: Redirecting required minimum distributions (RMDs) from IRA accounts to be paid directly to a qualifying charitable organization of your choice (also known as making a QCD or Qualified Charitable Distribution), thereby directly reducing the taxable income reported for the year of the QCD. Reducing your state tax liability in states that allow for tax credits for contributions to certain charitable organizations designated by the state or states that allow for a reduction to your state taxable income for charitable contributions over a certain amount. Increasing your Federal itemized deductions, if over the standard deduction amount, thereby reducing your taxable income and your tax liability.
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How do Tax Advisors stay updated with changing tax laws?Tax advisors stay updated through continuous professional education, subscribing to tax journals, participating in industry seminars and conferences, and leveraging professional networks. This enables them to provide current and accurate advice every year. Often, tax law or code changes occur during elections shifts between parties and subsequently roll out over a 4 to 8 year period, with changes phasing in or out each year, so remaining connected to the ever-changing tax landscape through these avenues is vitally important.
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What documents and information do I need to provide to a Tax Advisor?You typically need to provide financial statements for any businesses you own/operate, previous tax returns, business plans, records of income and expenses, payroll information, and details of significant transactions. Specific requirements may vary based on the services required and your tax situation.
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Are the fees for Tax Advisory services tax-deductible?It depends. If related to a business or trust/estate, fees paid for tax advisory services are generally deductible. If related solely to your individual taxes, these fees are not typically deductible. However, consulting your tax advisor is vital to understanding the specific deductions applicable to your situation and is yet another area where we can help guide you in strategically minimizing your tax liability.
