Bookkeeping
Gregory A Owens, CPA
Introduction to Bookkeeping Services
Accurate bookkeeping is the foundation of sound financial management. At Gregory A Owens, CPA, our bookkeeping services provide timely, accurate transaction processing, reconciliations, and recordkeeping that support tax compliance, reliable financial reporting, and better business decisions. Serving clients in Greenville, SC since 2005, we tailor bookkeeping to your business size, industry, and reporting requirements so you have the data you need — when you need it.
Why bookkeeping matters
Bookkeeping tracks the financial activity that forms the basis for taxes, payroll, reporting, and strategic planning. When bookkeeping is inconsistent, decisions are made in the dark, tax deductions may be missed, and cash shortages can surprise owners. Proper bookkeeping:
Ensures accuracy in financial statements
Provides documentation for tax filings
Supports audit readiness
Gives owners timely insights into cash flow and profitability
Key benefits of professional bookkeeping
Clean, reconciled accounts that reduce stress at tax time
Faster, more reliable month-end close and management reporting
Improved cash flow visibility and forecasting
Reduced risk of missed payments or unrecorded liabilities
Ability to scale accounting support as your business grows
Core bookkeeping services we provide
Transaction recording and categorization
We accurately record bank, credit card, and merchant transactions, ensuring consistent categorization aligned to your chart of accounts.
Accounts payable and receivable management
We support invoice processing, vendor payments, and receivable tracking to keep cash flow on track and minimize past-due balances.
Sales and use tax support
We help identify taxable transactions, prepare supporting reports, and ensure you have the documentation needed for periodic sales tax filings.
Catch-up and clean-up engagements
If your books are behind, we provide catch-up services to restore orderly records and prepare for tax filing or financing requests.
Bank and credit card reconciliations
Monthly reconciliations confirm that balances match bank statements and identify unrecorded items or discrepancies quickly.
Payroll coordination and records
We coordinate payroll entries and summaries with your payroll provider to ensure correct accruals, tax withholdings, and quarterly filings.
Month-end close and reporting
We manage the month-end close process and deliver clean financial statements, including balance sheet reconciliations and income statements.
How our bookkeeping services work
Initial assessment
We review existing records, systems, and pain points to determine the best service level and approach.
Customized plan and engagement
We provide a plan with timelines, reporting schedules, and fixed pricing where applicable. This plan details the scope — transaction volume, number of accounts, payroll coordination, and more.
Onboarding and system setup
We implement or optimize your bookkeeping platform, configure your chart of accounts, and set up bank feeds and integrations.
Routine processing and reconciliation
We perform frequent transaction processing, followed by reconciliations and periodic reviews to keep books current.
Monthly reporting and advisory
We deliver monthly financial statements and a short review to highlight trends, risks, and opportunities.
How bookkeeping supports tax and planning
Bookkeeping lays the groundwork for accurate tax returns and planning. When books are current, tax preparation is more efficient and strategic decisions—like estimated tax payment adjustments—can be implemented proactively. Additionally, clean bookkeeping reduces the risk of audit adjustments and penalties.
Industry-specific bookkeeping considerations
Contractors and construction: job costing, retainage, and contract revenue recognition are key.
Retail: inventory tracking, sales tax management, and point-of-sale integration.
Professional services: time-tracking and accurate revenue recognition support profitability analysis.
Service providers: tracking billable hours, unbilled revenue, and client deposits.
Pricing and engagement options
We also provide hourly or project-based pricing for clean-ups and catch-up work.
Basic monthly bookkeeping: transaction processing and reconciliations for smaller businesses.
Standard package: includes AP/AR, payroll coordination, and monthly statements.
Premium package: includes budgeting, forecasting, and KPI reporting for management.
Closing
Bookkeeping doesn’t have to be a headache. With consistent processes, experienced oversight, and clear reporting, your accounting records can become a tool for growth rather than a burden. At Gregory A Owens, CPA, we deliver bookkeeping that’s accurate, timely, and focused on helping you succeed.
Frequently Asked Questions (FAQs)
Q: Do you provide on-site bookkeeping services?
A: Our services are primarily delivered remotely with secure document exchange and virtual meetings, but on-site support can be arranged for complex transitions or training.
Q: How do you handle receipt and document storage?
A: We recommend a digital document management system and can assist clients with scanning, indexing, and secure cloud storage for receipts and invoices.
Q: Can you work with my existing bookkeeper?
A: Yes. We can co-manage or review work performed by an internal bookkeeper and provide oversight, additional controls, and reporting as needed.
Q: How long does a catch-up engagement take?
A: The timeline depends on the backlog size and complexity. After an initial review, we provide a realistic timeline and fixed cost estimate for catch-up work.
If you are ready to take control of your financial records and get the clarity you need to run your business, call Gregory A Owens, CPA at (864) 380-2427 or visit 902 North Pleasantburg Drive, Greenville, SC 29615 to schedule a consultation.
Contact and next steps
Phone: (864) 380-2427
Office: 902 North Pleasantburg Drive, Greenville, SC 29615
Office hours: Monday–Friday, 9:00 AM–5:00 PM
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