What's Included in Bookkeeping?

Services
Outsourced Accounting & Advisory
One team running your books, your taxes, and your strategy together, so nothing falls through the cracks.
Tax Planning & Strategy
We work year-round to find real tax savings, from S-Corp strategy to retirement planning.
Tax Preparation
We file your business and personal returns accurately and on time, with no last-minute scramble.
Bookkeeping
We keep your books clean and current every month, plus catch-up and cleanup when you're behind.
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FAQ

What's included in bookkeeping?

Monthly reconciliation of your bank and credit card accounts, categorization, and financial reports delivered on a set schedule.

If your books are already behind, we start with cleanup before moving into regular monthly maintenance.

S-Corp

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Tax Planning & Strategy

Tax Preparation

Bookkeeping

Getting Started

General Questions

Can I get just bookkeeping, or does it come with everything else?

Athena runs on one connected relationship rather than a menu of separate services, so your bookkeeping, tax filing, and tax planning all work together under one roof.

If you're only looking for one piece to start, tell us where you are and we'll talk through what makes sense for your situation.

Do you work with businesses that have more than one line of revenue?

Yes. We tag and track by line of business so you can see which parts of your business are truly profitable, not just a single combined number.

How is this different from doing my own bookkeeping in QuickBooks?

QuickBooks is the tool. Someone still has to reconcile it every month and catch mistakes before they turn into a tax problem.

Most business owners who try to handle it themselves fall behind within a few months, not because the software is hard, but because it's not the best use of their time.

How much does bookkeeping cost?

It depends on your transaction volume and how complex your books are. Rather than post a number that doesn't apply to your specific situation, we'd rather look at your business first and give you a straight answer on a call.

What if my books are already a mess?

That's a common starting point, not a special project. We clean up backlogged reconciliations and fix a disorganized chart of accounts before moving into regular monthly upkeep.

What's included in bookkeeping?

Monthly reconciliation of your bank and credit card accounts, categorization, and financial reports delivered on a set schedule.

If your books are already behind, we start with cleanup before moving into regular monthly maintenance.

How do I start my remodel?

Just reach out for a free quote. We’ll walk you through every step, from planning to finish.

What payment options are available?

We accept credit cards, checks, and bank transfers. Let us know what works best for you.

How do I get in touch?

Call, email, or use our contact form. We’re here to help and usually reply the same day.

Can I change or cancel my project?

Yes, you can make changes or cancel anytime before work begins. Just let us know.

Still need help? We’re happy to chat.

Talk to our team

California tax expertise, serving owners nationwide. Bookkeeping, tax prep, tax reduction, and advisory under one roof.

+1 (818) 640-6808

[email protected]

Services

Outsourced Accounting & Advisory

Tax Planning & Strategy

Tax Preparation

Bookkeeping

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