Financial support for wherever your business is today
Whether you need ongoing bookkeeping, tax planning, or help getting your finances back on track, HealthyBooks provides thoughtful, collaborative support tailored to your business. We’re here to simplify the financial side of your business so you can focus on what you do best.
Financial support that gives you more room to run your business
Your finances affect nearly every part of your business, but managing them shouldn’t consume all of your time or leave you wondering what you may have missed. HealthyBooks brings bookkeeping, tax planning, tax preparation, and ongoing financial support together so you can spend less time worrying about your finances and more time focusing on your business.
You're in the right place if...
Whether you’re just getting started or have been in business for years, financial support should meet you where you are.
Building Your Foundation
You’re building something exciting and want your financial systems set up well from the
beginning. Whether you’re opening your first business or moving beyond doing
everything yourself, we’ll help you create a strong financial foundation.
Staying Organized
Your business is growing, but bookkeeping, taxes, payroll, and deadlines have become
one more thing on an already full plate. We’ll keep everything running behind the
scenes so you can focus on serving your clients.
Growing with Confidence
You understand that good financial information leads to better business decisions. As your business evolves, we’re here to provide proactive support, thoughtful guidance,
and financial clarity every step of the way.
Featured Services
Every business is different, but these are the core ways HealthyBooks supports clients throughout the year. Whether you need ongoing support or help with a specific project, we’ll recommend the services that best fit your business.
Bookkeeping
Reliable bookkeeping gives you more than organized records. It gives you a clear picture of your business and a stronger foundation for every financial decision that follows. We’ll keep your books accurate, current, and useful throughout the year so you are not left trying to reconstruct everything at tax time
● Monthly transaction review and categorization
● Bank and credit card reconciliations
● Monthly financial statements
● Review of balance-sheet accounts
● Ongoing communication and support
● Books maintained with tax preparation in mind
Clean-up & Catch-up Bookkeeping
If your bookkeeping has fallen behind or you are no longer confident that your financial records are accurate, you do not have to sort it out alone. We can review what has already been
entered, identify and correct problems, reconcile outstanding accounts, and bring your books up to date giving you reliable financial information and a clean foundation moving forward.
● Catching up months or years of bookkeeping
● Reconciling bank and credit card accounts
● Reviewing and correcting prior bookkeeping
● Cleaning up balance-sheet accounts
● Identifying duplicate, missing, or miscategorized transactions
● Preparing accurate financial statements
● Getting the books ready for tax preparation
● Creating a clear transition into ongoing bookkeeping, when needed
Clean-up and catch-up projects are individually scoped based on the condition of the books, the time period involved, and the level of correction required.
Quarterly Tax Planning
Taxes should not be something you think about only after the year is over. With proactive quarterly tax planning, we use your current-year business results and individual tax circumstances to project your tax obligations, recommend estimated payments, and make adjustments throughout the year as your income and circumstances change.
● Quarterly income and tax projections based on current-year, year-to-date results
● Federal and state estimated-payment recommendations
● Consideration of your broader individual tax picture, including other income, withholding,
deductions, credits, and prior payments
● Guidance on how much to set aside
● Ongoing adjustments as your business and circumstances change
● Proactive planning before year-end
● Help understanding how business decisions may affect your taxes
Annual Tax Preparation
Because your business and personal finances are connected, tax preparation should consider the full picture. We prepare accurate, thoughtful returns while helping you understand the results, what you owe, and what comes next.
● Individual income tax returns
● Business tax returns
● S corporation and partnership returns
● Year-end tax review
● Clear explanations of balances due or refunds
● Recommendations for the year ahead
Tax preparation is available for both ongoing HealthyBooks clients and qualifying stand-alone engagements.
Additional Ways We Can Help
Payroll Support
Helping clients establish reliable payroll systems and stay current with ongoing payroll responsibilities.
Sales Tax
Assistance with sales-tax reporting, filing, and the related bookkeeping.
1099 Preparation
Preparing and filing required Forms 1099 for businesses.
Entity Changes & S Corporation Support
Guidance and bookkeeping support when a business changes entities or elects S corporation treatment
Tax Resolution & Notices
Helping clients understand and respond to IRS or state tax notices and resolve outstanding tax matters.
Cash-Flow & Financial Support
Providing additional guidance when a business owner needs help understanding cash flow, preparing for upcoming obligations, or evaluating a financial decision.
Availability and scope depend on each client’s needs. We can talk through what support would be most helpful during an introductory call.
Support That Connects the Pieces
Your bookkeeping, taxes, payroll, and business decisions are all connected. By looking at the full financial picture, HealthyBooks can identify issues earlier, create more consistent systems,
and help you move forward with better information.
You do not need to know exactly which service to request before reaching out. We can begin with what is happening in your business and determine the most helpful next step together.
Every business is unique.
The level of support you need depends on factors like transaction volume, business complexity, payroll, sales tax, and the services you choose.
Ongoing bookkeeping engagements typically begin at an investment of $500 per month, with customized pricing based on your business’s specific needs.
During our initial conversation, we’ll learn more about your business, answer your questions, and recommend the level of support that makes the most sense for you.
Let’s talk about your business.
Whether you need ongoing financial support, help getting caught up, or a trusted professional to help you understand your next step, we would be glad to learn more about your business.