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For a limited time, Steady Numbers Bookkeeping is offering a $99 one-month reconciliation to help small business owners get back on track before tax season.
✅ We’ll clean up one month of bank and credit card transactions
✅ Fix errors, duplicates, and missing entries
✅ Categorize everything correctly
✅ Deliver a clean Profit & Loss and Balance Sheet
✅ Flag any red flags or follow-up needs
• You’re behind on your books and don’t know where to start
• You’re prepping for taxes, a loan, or a new CPA
• You want to test out a bookkeeper before committing
• You’re a new business owner who needs a clean financial snapshot
After your free month, you’ll have the option to continue with lean, affordable services like:
• Monthly Reconciliations: Keep your books clean and current
• Transaction Categorization: No more guessing where things go
• Monthly Reports: Profit & Loss and Balance Sheet, delivered like clockwork
• Cleanup Audits: One-time deep dives to fix past messes
• Catch-Up Projects: For when you’re months (or years) behind
Stop and read this for a second: (click to open)
If your screen looks different, you’re not imagining it. The old workflows no longer match the new system because the IRS now expects a "digital trail" that standardizes how every dollar is tracked.
Payment Account only accepts bank-type accounts.
Equity accounts (like Owner’s Contribution) will NEVER appear there anymore.
Cash on hand is now treated like a bank account.
Owner’s Contribution belongs in the CATEGORY section, not the Payment Account.
If you paid for startup costs or business expenses out of your personal account, the compliant method is:
✔️ Payment Account → Cash on hand
✔️ Category → Owner’s Contribution
✔️ Split into the correct business categories (Insurance, Supplies, etc.)
This keeps your books clean, simple, and IRS-ready. If your QuickBooks doesn’t match the tutorials you’re watching, it’s because those tutorials are legally outdated.
I’m helping businesses nationwide transition to this new setup with the same surgical precision I used as a Travel Nurse.
Call me today at 504-575-4671 so we can get started.