317.616.1829 tim@elevationcpa.com

Bookkeeping

Your Finances, Simplified.

At Elevation CPA, our bookkeeping services are designed to take the stress out of managing your business finances — so you can focus on what you do best. Whether you need monthly reconciliation, catch-up bookkeeping, or a QuickBooks setup that actually works, our team provides accurate, reliable support tailored to your needs.

We work with businesses of all sizes to organize financial records, track performance, and stay ready for tax season — without the last-minute scramble.

Services Include:

Ongoing monthly bookkeeping

Bank and credit card reconciliation

Catch-up and cleanup for prior periods

QuickBooks setup and categorization

FAQ

Do I need monthly bookkeeping if I already have an accountant?

Yes — accountants typically handle year-end tax filings, not monthly tracking. Bookkeeping ensures your records stay accurate and up to date all year long, which helps your accountant (and your bottom line).

Can you help if I’m behind on my books?

Absolutely. We specialize in catch-up and cleanup services for businesses that have fallen behind — whether it’s a few months or a few years.

Do I need QuickBooks?
No, but we recommend it. We can help you get set up properly, migrate from another system, or clean up an existing QuickBooks file if it’s gotten messy.
What’s included in your monthly bookkeeping service?
We categorize your transactions, reconcile your bank and credit card accounts, and provide clear monthly reports so you know exactly where your business stands.
Is this just for tax season?
No — good bookkeeping helps year-round. Our clients use their monthly reports to manage cash flow, plan for growth, and stay prepared for tax time with zero surprises.
How do I send you my financial info each month?
We make it simple. Most clients connect their bank and credit card accounts through secure cloud-based tools, so we can pull what we need without endless back-and-forth.

Elevation has been serving my small business for almost two years. They are great to work with and have been an asset for us navigating the tax world. If I ever have questions, it’s simple to get in touch with someone. They have always been highly responsive. I would highly recommend giving them the opportunity to work with you.
-Jonathan K

Tim has completely taken the stress out of accounting for us. We’re free to run our business, knowing he has the financial-side organized.
-Megan S.

Want help with your bookkeeping?

Let’s talk.