Branch & Ledger - Where Statements Thrive

1. Your CPA has to fix the books first
If your books are incomplete or inaccurate, your CPA can’t trust the numbers. They’ll spend time cleaning things up—and you’ll pay their higher hourly rate for work a bookkeeper should have already done.

2. Retained earnings must match
If prior years haven’t been recorded correctly, your retained earnings and equity won’t tie to last year’s tax return. That makes accurate filing difficult and can create red flags with the IRS.

3. No clean books = no real tax strategy
Tax planning relies on real numbers. If your income, expenses, or balance sheet are off, your CPA can’t confidently recommend strategies—like timing expenses, depreciation choices, or entity changes.

4. Inaccurate books increase audit risk
Incorrect balances, misclassified expenses, and unrecorded transactions can all lead to filing errors. Clean books help protect you from scary letters and unnecessary penalties.

5. Clean books save you money over time
When your bookkeeping is handled correctly throughout the year, tax season becomes quick, predictable, and significantly less expensive.

Our Tax-Ready Bookkeeping Cleanup Package

We step in as your bookkeeping partner to bring everything current and accurate, so your CPA can focus on tax strategy, not data repair.

What’s included:

Review of your current bookkeeping and prior-year tax return
Catch-up & cleanup for outstanding months/years in QuickBooks Online
Full bank, credit card, and loan reconciliations
Fixing misclassified transactions and balances
Ensuring retained earnings & equity tie to prior tax filings
Organized year-end reports for your CPA (P&L, Balance Sheet, trial balance)

We coordinate directly with your CPA if needed, so everyone’s on the same page.

Book a tax ready clean up call

Stay Clean All Year…Not Just at Tax Time

Once your books are cleaned up, we can continue managing your monthly bookkeeping so tax season is never a scramble again.

Monthly reconciliations & financial statements
Clear reports you and your CPA can rely on
Optional advisory support for cash flow and planning

Add monthly bookkeeping to my cleanup

This Is For You IF…

You’re behind on bookkeeping and nervous about taxes
You’ve received “we need more info” emails from your CPA
Your retained earnings or equity never seem to make sense
You’ve been avoiding looking at your books because they’re a mess
You want to stop overpaying your CPA for bookkeeping work

If that sounds like you, we can help get you current—and keep you there.

Meet Branch & Ledger

Branch & Ledger is a boutique virtual bookkeeping firm led by Gretchen Tyler, MBA. We specialize in clean, accurate books that make tax season smooth, for both you and your CPA.

We limit our client roster so you get:

Fast, clear communication
Meticulous reconciliation and review
A long-term partner who understands your business

Your books aren’t just numbers. They’re the foundation of every tax decision you make.

Book my tax-ready clean-up call

Stop dreading the email from your CPA. Let’s clean up your books so tax time is smooth, strategic, and under control.

Let’s Build Your Financial Foundation

Location

Serving Clients Nationwide — 100% Virtual

Contact

(480) 979-9004