Ongoing bookkeeping
Support recording and organizing business income and expenses on an agreed schedule, with follow-up on questions and missing information.
/
Practical accounting and bookkeeping support for farms, self-employed owners, and businesses across the United States.
Your books should help you understand your operation. Hearthstone brings more than 20 years of accounting and tax experience to organizing records, keeping accounts current, and making the numbers easier to follow.
When records are organized and accounts are up to date, it's easier to see what your business is earning, where money is going, and which questions need attention.
We take time to understand how you operate and how your records are maintained. Then we discuss the bookkeeping or accounting work that would help, including the scope, frequency, and information needed.
Our aim is a clearer financial picture and a process you can keep working with.
We agree on the services that fit your operation, rather than assuming every business needs the same arrangement.
Support recording and organizing business income and expenses on an agreed schedule, with follow-up on questions and missing information.
Help comparing accounting records with bank and credit card statements and working through differences or incomplete entries.
Help bringing outstanding records into order. We review the periods involved and discuss the work needed, fees, and timing before beginning.
Support making sense of statements, receipts, and existing records so the information needed for accounting and tax preparation is easier to find.
Preparation of financial reports as agreed in your engagement, with appointments to discuss what the numbers show and the questions they raise.
Help organizing the accounting information behind your tax return and identifying records that need attention before preparation begins.
We learn about your activities, how income and expenses flow, and the records you already keep.
Support for the records behind agricultural operations, with attention to the way your farm earns income, incurs expenses, and prepares for tax time.
Explore farm servicesHelp organizing business income and expense records so independent work is supported by a clearer set of books.
Explore individual tax preparationBookkeeping and accounting support for owners who want help maintaining records and understanding their business's financial information.
Explore business tax servicesAccounting and tax preparation are closely connected. Organized records provide the information needed to prepare your return and make it easier to identify questions that need a closer look.
Hearthstone offers both accounting support and tax preparation. We can discuss one service or a combined engagement, depending on what you need.
We'll agree on the work involved so you understand which services are included and what information you'll need to provide.
Whether your books are current or need attention, a conversation is a useful first step.
Tell us about your operation, current bookkeeping method, accounts, and the periods or tasks you need help with.
We discuss the scope, frequency, fees, and timing. We'll explain how to share records and arrange any necessary access securely.
Provide the agreed records, respond to questions, and review the work together. We discuss any additional work before proceeding.
Your exact document list will depend on the work involved. These items help us understand where to begin.
Wait for secure sharing instructions before sending financial records. Please don't send account passwords or sensitive documents through ordinary email or the general inquiry form.
Yes. We can discuss catch-up bookkeeping and record organization. We'll review what is available, identify the work needed, and agree on scope, fees, and timing.
That depends on your records and needs. We can discuss an ongoing arrangement or a defined project, such as organizing a period of outstanding records.
Tell us which system you use and how your records are maintained. We'll discuss whether we can work with that setup and what access or information would be needed.
Yes. Hearthstone works primarily virtually with farms and businesses nationwide. We provide secure document-sharing instructions and discuss the best way to exchange the records needed.
Yes. We also offer farm, individual, and business tax preparation. We'll discuss whether you need accounting support, return preparation, or both, and agree on the services included.
Fees depend on the services, transaction volume, accounts involved, condition of your records, and frequency of work. We discuss scope and fees before beginning.
Yes. We can arrange an appointment to discuss your financial information, explain the reports included in your engagement, and work through your questions.
Tell us about your records, your operation, and where you could use support.