Bookkeeping that keeps you close to your numbers.

AD Bookkeeping handles the day-to-day work of keeping business records accurate and current. That means categorizing transactions, reconciling bank and credit card accounts, and closing out each month so the records reflect what actually happened. For owners who have fallen behind, catch-up bookkeeping brings overdue months up to date and rebuilds a clean chart of accounts, which is often the first step before any ongoing work begins.

Beyond clean records, the practice produces reports that an owner can actually use: a profit and loss statement, a balance sheet, and a view of income and expenses, each explained in everyday language rather than accounting jargon. When something looks unusual, that gets flagged and discussed, not buried. Bookkeeping is also kept tidy for tax season, so a tax preparer receives organized records instead of a folder of loose receipts.

Who it is for

This work suits small businesses that are too established to manage on a spreadsheet, but not ready for a full-time finance hire. Clients are typically owner-operated companies across Richmond and the surrounding counties: trades and contractors, retail and online shops, consultants, professional practices, and small teams. Some arrive with months of backlog and a lot of anxiety. Others simply want a second set of eyes and a steady monthly rhythm. Both are normal starting points.