Services
Accounting, tax planning, and tax preparation under one roof.
Ashmore Books handles recurring monthly accounting, difficult cleanups and historical reconstruction, year-round tax planning, and business and individual tax preparation for U.S. businesses. Pick the service that fits, or start with the problem and we will recommend the scope.
Accounting
Keep the books current and correct.
01
Monthly Accounting
Full monthly close: reconciliations, Balance Sheet and P&L review, payroll reconciliation, and financial reporting. Target delivery by the 20th of the following month when records and responses arrive on time.
02
QuickBooks Cleanup
Repair of an existing QuickBooks Online file: uncategorized activity, duplicate transactions, broken reconciliations, Opening Balance Equity, payroll liabilities, loans, and equity.
03
Catch-Up Bookkeeping
Months or years behind? We bring the books current, reconcile every account, and produce financials that can support a tax return or a lender request.
04
Historical Book Reconstruction
When the file cannot be trusted or never existed, we rebuild multi-year books from bank, card, payroll, loan, merchant, and prior tax records.
Tax
Plan during the year. File with books that are already ready.
Tax Planning
Year-round projections and planning for business owners: estimated taxes, entity and S-Corp considerations, reasonable compensation, retirement planning support, and year-end timing decisions.
Tax Preparation
Preparation and support for Form 1040, Form 1065, Form 1120-S, and Form 1120, with the accounting and the return handled by the same team.
Financial Review
Not sure how to read what you are sent?
A Financial Review walks through your financial statements in plain English: what the numbers say, what changed and why, what needs attention, and what to do next. Available monthly, quarterly, or once a year, on its own or alongside monthly accounting.
- What the numbers say, without the jargon
- What changed since last period, and why
- Cash, receivables, and liabilities that need attention
- A short list of what to do next
- Written notes after every session
CFO Services
Numbers you can run the business on.
Fractional CFO support for owners who have outgrown a bookkeeper: management financials with commentary, cash-flow forecasting, margin and KPI analysis, decision modeling, and lender-ready packages, on a fixed monthly retainer.
- Management financials with written commentary
- 13-week and 12-month cash-flow forecasts
- Margin, KPI, and budget-vs-actual review
- Pricing, hiring, and financing decisions modeled
- Lender and investor-ready packages
- Monthly review call with next steps
Not sure where to start?
Start with the free Books X-Ray.
Provide read-only access to the accounting file. We review the current condition, identify the major issues, and recommend a scope with a custom quote where scope can be defined.
Industries
Built around how your business actually earns.
The same services, set up for the way money moves in your industry. See how it works for businesses like yours.
Bring us the books. We will help figure out what happens next.
Start with the current accounting problem, the outcome you need, and any deadline. You will hear back within one business day.