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BOOKKEEPING SERVICES
Current. Accurate.
Always tax-ready.
Monthly bookkeeping maintained by The CMB Company isn't just record-keeping — it's the live financial infrastructure your tax strategy runs on. Every month, we reconcile your accounts, categorize your transactions correctly, and produce financials that reflect what your business actually did. No scramble at year-end. No corrections in March. Just numbers you can trust, ready when you need them.
And because we also maintain your tax plan and prepare your return, the books are built specifically to support both. Transactions are categorized with your tax position in mind. Potential issues are flagged throughout the year, not discovered at filing. And when it's time to prepare your return, we're working from a financial picture we built — one we trust completely.
Clean monthly books are the foundation of everything we do for a client. They're also the clearest signal to the IRS that your business is run professionally.
A clean foundation.
Starting now.
Disorganized or backlogged books are more common than most business owners admit — and more consequential than most realize. Inaccurate records don't just make tax preparation harder. They create positions that can't be substantiated, deductions that may be disallowed, and returns that don't accurately reflect what the business did. In an audit, disorganized books aren't just inconvenient — they're a liability.
Our historical cleanup and reperformance service exists to fix that, completely. We go back to the source — bank statements, receipts, prior returns, and source documents — and reperform the work correctly. The result is an accurate, complete financial history that you can rely on for past positions, current decisions, and future filings.
This service also sets the stage for a full ongoing relationship. Once your historical records are clean, monthly bookkeeping and coordinated tax planning become significantly more valuable — because everything is finally built on accurate ground.
No judgment. No shortcuts. Just the work done right.
Books and returns
that speak the same language.
For S-corp owners and partnership equity holders in particular, the alignment between your financial statements and your tax return is not a bookkeeping detail — it's a strategic necessity.
Tax basis financial statements are prepared in accordance with the income tax basis of accounting, recognizing income and expenses the same way your return does. The result: your books and your return are in alignment from the start.
Why does this matter? It eliminates discrepancies between your financial statements and your return that could attract IRS attention. It provides the accurate, tax-basis income figures that support correct basis tracking for partners and shareholders. And it gives you financial statements that reflect your true tax position — which is often more relevant for business planning than GAAP-based figures.
When prepared alongside your return by the same CPA who manages your tax strategy, tax basis statements become a seamless part of your complete financial picture — not a separate document prepared in isolation.
Everything starts with accurate books.
Tax strategy without clean books is guesswork. IRS representation without clean books is a handicap. At The CMB Company, bookkeeping is not a standalone service — it is the foundation of every other thing we do for a client. When we maintain your books, we're not just keeping records. We're building the financial infrastructure that makes every other part of your relationship with us more powerful.