Bookkeeping Services
McNeel CPA maintains books for businesses that want accurate records during the year rather than a reconstruction at filing time. Work can be ongoing monthly or quarterly, or a catch-up engagement to bring neglected records current.
- Business owners who have fallen behind on their records
- Businesses that need monthly or quarterly books maintained
- Owners preparing for a tax filing with incomplete records
- Businesses that need their bank and loan accounts reconciled
- Owners who want the same office handling books and tax filings
- Recording income and expense activity for the period
- Reconciliation of bank and credit card accounts
- Categorization of transactions into your chart of accounts
- Tracking of loan balances and owner activity
- Period reports showing income and expenses
- Catch-up work to bring prior periods current where the firm can assist
What we commonly need from you
The exact list depends on your situation. Our office will confirm what applies before work begins.
- Bank and credit card statements for the periods involved
- Loan statements and amortization details
- Access to or an export from your existing accounting software, if you use one
- Sales records and deposit detail
- Receipts or records for larger or unusual expenses
- Prior-year return and financial statements, if available
How the process works
- 1Submit an inquiry through the form on this page, or call the office.
- 2We review your request and contact you by the method you selected.
- 3We discuss the scope, confirm whether the firm can assist, and explain how to provide records through an approved method.
- 4We provide a quote after review, and the work begins once you accept it.
Pricing
Pricing varies based on the forms involved, number and type of entities, condition of the records, filing history, payroll size, bookkeeping volume, state requirements, and level of assistance requested. A final quote is provided after review.
Availability and limitations
Remote service is available for this work depending on what is required to complete it. Our office will confirm during review.
McNeel CPA has two physical Mississippi offices. The Philadelphia office accepts walk-ins during regular business hours. The Louisville office is available by appointment only — call 662-773-8289 before traveling. Service areas listed elsewhere on this site are not physical offices.
McNeel CPA does not promise a refund amount, a reduced balance, removal of penalties or interest, or any other specific outcome. See our Tax & Results Disclaimer.
Frequently asked questions
How far behind can my books be?
We would review the records you have and tell you what a catch-up engagement would involve. The condition of the records and the number of periods affect the scope, which is why we review before quoting.
Do I have to use particular accounting software?
No. We will discuss what you currently use and what works for the engagement. If you do not keep books at all, we will explain what records we would need from you.
Can bookkeeping be handled remotely?
Yes. Bookkeeping is regularly handled without an office visit. We will explain approved methods for providing your records.
What does bookkeeping cost?
Pricing varies based on the forms involved, number and type of entities, condition of the records, filing history, payroll size, bookkeeping volume, state requirements, and level of assistance requested. A final quote is provided after review.
Philadelphia office and service-area inquiries: 601-656-5568. Louisville office: 662-773-8289, by appointment only.
Call 601-656-5568Call Louisville: 662-773-8289