Bookkeeping and tax support for individuals and small businesses - practical, personal and built around where you are today.

Start where you are. Build from there.

Bookkeeping that meets you where you are.

A practical approach

You don’t have to have everything organized before you ask for help. Hearthside works with individuals and small businesses at every stage - whether that means staying on top of the books, getting caught up, or preparing for tax time.

  1. Start where you are
    We begin with what you have, identify what needs attention, and make a practical plan forward.

  2. Get the numbers in order
    Clear, accurate bookkeeping helps you understand where your money is going and what your business is actually doing.

  3. Build from there
    Once the foundation is solid, we create systems that are easier to maintain and ready for tax time.

Support that fits where you are.

Whether you need ongoing bookkeeping, help getting caught up or tax preparation, services can be tailored to what you actually need.

BOOKKEEPING

Ongoing Bookkeeping

Monthly bookkeeping for individuals and small businesses who want their records accurate, organized, and up to date.

• Transaction categorization

• Account reconciliation

• Clear financial records

• Ongoing support

CLEANUP

Bookkeeping Cleanup

Behind on the books or not quite sure where things stand? We can start with what you have and work forward.

• Catch-up bookkeeping

• Account reconciliation

• Record organization

• Preparing books for tax time

TAX

Tax Preparation

Straightforward tax preparation with practical, personal support along the way.

• Individual tax returns

• Self-employed & small business returns

• Schedule C preparation

• Year-round recordkeeping guidance

Have Questions? Let's Talk

Tell me a little about what you need. Whether you’re looking for ongoing bookkeeping, need help getting caught up, or have questions about tax preparation, we can start with a conversation and figure out the next step.