What this covers
You’ll have books that match your bank and card statements, tax filings built off those numbers, and a simple view of profit, cash, and taxes due so surprises don’t pile up.
I’ll get your accounts caught up, reconciled, and tied out so your returns are filed off numbers you can trust. You’ll see what you actually made, what you can deduct, and what needs attention before a deadline sneaks up. If you want to move forward, the next step is a short intake and access to your accounts.
I start by getting the raw data in one place, then I work forward month by month: reconcile bank and card activity, sort and label transactions, and flag anything that needs a decision. Once the books are steady, I close the year, build the tax package, and prepare and file the return.
A bit about me
I’m Jordan Kincaid, an accountant who focuses on bookkeeping and tax for people who need clean numbers fast. Most of my work starts after a busy stretch, when transactions are piled up across a few accounts and the tax deadline is suddenly close. I do the catch-up, close the year, and file from a set of books that ties out.
People hire me when they want the mess handled without drama. I’ll ask for records you can actually pull, like bank logins and basic sales reports, and I’ll rebuild the rest from statements where I can. If something looks like it could trigger an IRS or Florida letter, I’ll point to the line item and the reason, early.
Recent work
Here are a few common bookkeeping and tax cleanups I handle, with the kind of change the client could see right away.
Portfolio
Year of catch-up. Caught up twelve months of transactions across multiple bank and card accounts, then closed the year and prepared the tax package. The owner went from guessing at profit to reviewing a clean P&L each month.
Side income tax fix. Prepared an individual return for a W-2 employee with 1099 income and expenses spread across several cards. I separated business spending from personal, rebuilt mileage and supplies from statements, and set quarterly estimates for the next year.
Florida sales tax setup. Set up Florida sales tax tracking and filed ongoing DR-15 returns based on reconciled gross receipts. The client stopped back-filing by hand and had one place to check taxable versus non-taxable sales each month.
“Jordan cleaned up my books and my tax filing stopped feeling like a gamble.”
Small business owner, catching up after a busy season
How the month runs
You’ll have a simple rhythm: you send what you have, I reconcile and categorize, then I send questions that only you can answer. Most clients do one short check-in a month, with extra time around quarterly estimates and year-end.
1. Set up access At the start I collect your current bookkeeping file if you have one, then I get view access to bank and card accounts and any sales platforms you use. You’ll answer a short set of questions about how you want income and expenses grouped so the reports match how you run the business. 2. Reconcile and sort Each month I reconcile each bank and card account to the statement balance, then I categorize transactions and attach context where it’s available. If I see duplicates, missing deposits, or personal spending mixed in, I flag the specific items so you can decide what is what. 3. Close and review Each month I close the month and send your reports with a short note on what changed and what looks off. You’ll get a short list of questions when something can’t be known from statements alone, like whether a charge was owner draw, payroll, or a business purchase. 4. Plan and file Quarterly I run quarterly estimated tax numbers from year-to-date results and your prior filings, then I prepare vouchers so you can pay on time. At year-end, I do the final close, review 1099s where needed, and prepare and file the return from the reconciled books.
Pricing
Pick the tier that matches how messy things are right now. If you are behind, I start with catch-up and then move you into a steady monthly rhythm. Prices are per month.
Priced items
Get started
If you’re ready to get the books under control, you can start here and I’ll take the next step from there.
1. Sign the proposal on this page. 2. Pay the first invoice for the period you’re starting. 3. Send access to your bank and card accounts so I can begin cleanup.
Signature
Fee summary
Invoices and payment
I invoice at the start of each month for that month’s bookkeeping and tax work. Each invoice is due within 7 days of the invoice date. There is no up-front payment beyond the current period.
What I need from you. You will send bank and credit card access or statements, plus any items I ask for during review, within a reasonable window. If something cannot be pulled, tell me and I will work from what you can provide.
Scope changes. If the accounts are messier than they looked at the start, or you add banks, cards, entities, or sales tax filing, I will tell you before I do the extra work and update the monthly fee going forward.
Catch-up years. If you want me to clean up a prior year as well as go-forward work, I can. I will confirm which months and which accounts are included before I start, so nothing is assumed.
Tax filings and deadlines
I will prepare and file based on the records you provide and the close I complete. If information comes in after a return is filed, it may require an amended return, and I will quote that work before filing.
Notices and letters. If you receive an IRS or Florida notice, send me a copy as soon as it arrives. I will tell you what it means and what response is needed, and I will quote any notice-response work before I begin.
Workpapers and ownership. You own your books and your finished reports and filed returns. I keep my workpapers, checklists, and reconciliation support as my internal records, and I can share the relevant parts when you need them for a lender or CPA.
Ending service. You can stop monthly service at any time by telling me before the next invoice is issued. Any work already completed or in progress for the current invoiced month stays billable under that invoice.
