Bookkeeping Services for International Businesses
Clean Books That Actually
Support Your Tax Filings
Our bookkeeping services are built specifically for businesses with international complexity - designed from day one to integrate seamlessly with US tax compliance. No year-end scrambles. No misclassified transactions creating problems on your return. Just accurate, organized financials that make tax time simple.
"We'll put a great quote or logo grid here."
Your Books Shouldn't Create Tax Problems
Year-end is chaos
You pull together bank statements, credit card records, and receipts in a frantic rush before your tax deadline. Your accountant asks questions you can't answer. Transactions are miscategorized. The return gets delayed - or worse, filed with errors.
Your bookkeeper doesn't think about taxes
They categorize transactions, but they're not thinking about how those categories affect your US filing. Foreign transactions get lumped together incorrectly. Deductible expenses get missed. You're paying for bookkeeping that creates work for your tax preparer.
You don't know where you stand
Without regular financial reporting, you're guessing at your business performance. You don't have clear visibility into profit margins, cash flow, or spending patterns. Financial decisions are made on instinct instead of data.
International complexity makes everything harder
Multiple currencies. Foreign vendors. Cross-border transactions. Most bookkeepers don't know how to handle these properly - and the mistakes compound when tax time arrives.
Stamp your passport to financial clarity
With our bookkeeping services, you'll have a clear understanding of your financial position in every jurisdiction you operate in. You'll know exactly what you owe and what you're owed, before the bill ever comes.
Bookkeeping That Works With Your Taxes, Not Against Them
We're not a generic bookkeeping service. We're international finance specialists, dedicated to businesses with international complexity.
Our bookkeeping services are designed from the ground up to support accurate tax filings, and financial insight. Every categorization decision is made with expertise. We reconcile and acrue across currencies and continents.
Two service levels to match your needs.
Whether you need annual cleanup to get tax-ready financials or ongoing monthly support with quarterly reporting, we have an option that fits your business complexity and budget.
Why Bookkeeping From a Tax Firm?
Most bookkeepers don't think about taxes. They categorize transactions according to accounting conventions, and then your tax preparer has to re-interpret everything at year-end.
We work backwards from minimizing your tax obligation and maximizing compliance. Every bookkeeping decision we make considers how that transaction will be reported on your US and foreign filings. The result: clean handoffs, fewer questions, and tax returns that get prepared faster, without errors.
For businesses with international complexity - foreign income, multiple currencies, cross-border transactions - international experience matters even more. We've seen the problems that arise when bookkeepers don't understand international tax. We built our bookkeeping services to prevent them.
What's Included
Two Service Levels to Match Your Needs
Year-End Profit & Loss Statement
We prepare a clean, accurate P&L that your tax preparer can actually use. Transactions are properly categorized, reconciled against your bank records, and organized to support accurate tax return preparation.
Tax-Aligned Categorization
Every transaction is classified with US tax reporting in mind - not generic accounting categories that need to be re-mapped at filing time.
Reconciliation Review
We verify that your records match your bank and credit card statements, catching discrepancies before they become tax problems.
Eligibility Requirements
This tier is designed for businesses with:
- No more than 2 business bank or credit card accounts
- No more than 700 total annual transactions
If your business activity exceeds these thresholds, we'll recommend upgrading to monthly bookkeeping to ensure your books stay accurate and manageable throughout the year.
Monthly Bank & Credit Card Reconciliation
Every account, every month. We ensure your books match your actual financial activity - no surprises, no discrepancies accumulating over time.
Invoice & Payment Tracking
Full Accounts Receivable (AR) and Accounts Payable (AP) support. Know which invoices have been paid, which are outstanding, and what you owe at any given time.
Categorization & Mapping of Income and Expenses
Every transaction is classified to reflect its true nature - and its proper treatment for US tax purposes. No generic buckets that need to be untangled later.
Quarterly Financial Statements
Every quarter, you receive a complete financial package:
- Income Statement - See your revenue, expenses, and profitability
- Balance Sheet - Understand your assets, liabilities, and equity position
- Statement of Cash Flows - Track where your cash is coming from and going
Annual Bookkeeping
If your business has limited transaction volume and you primarily need clean financials to support your annual tax return, this tier delivers exactly what you need - without paying for monthly services you don't require.
Monthly Bookkeeping
Quarterly Financial Reporting
Which Option Is Right for You?
| Annual Bookkeeping | Monthly Bookkeeping | |
|---|---|---|
| Best for | Small businesses with simple activity | Growing businesses needing ongoing visibility |
| Transaction volume | Up to 700/year | Unlimited |
| Bank/credit card accounts | Up to 2 | Unlimited |
| Reconciliation | Annual | Monthly |
| Financial statements | Year-end P&L | Quarterly (P&L, Balance Sheet, Cash Flow) |
| AR/AP tracking | Not included | Included |
| Ongoing support | Tax-time focused | Year-round |
Who Our Bookkeeping Services Are Built For
Our bookkeeping services are designed for:
International businesses with cross-border transactions, multiple currencies, or foreign vendors that need proper categorization
US businesses with foreign operations that need their books structured to support international tax compliance
Small to mid-sized businesses that want accurate financials without the overhead of hiring a full-time bookkeeper
Business owners preparing for tax season who need clean, organized records that integrate seamlessly with their tax preparation
Anyone tired of year-end chaos who wants their financial records maintained properly throughout the year
This service isn't the right fit if...
- You need full-service CFO advisory and strategic planning
- You have extremely high transaction volume requiring dedicated staff
Explore Our Other Packages
Not sure this package is the right fit? Check out our other service offerings designed for different needs and business stages.
How It Works
1.Initial Consultation & Setup
We'll discuss your business structure, transaction volume, and reporting needs to determine which service tier is the right fit. Then we'll set up secure document sharing and connect to your accounting software if needed.
2.Document Collection
You'll upload your bank statements, credit card statements, and any supporting documentation through our secure portal. For monthly clients, we can set up direct access so that you're hands off on a monthly basis.
3.Reconciliation & Categorization
Your Financial Manager reconciles all accounts and categorizes transactions with tax optimization & reporting in mind. We may reach out with questions about specific transactions to ensure proper classification.
4.Financial Statement Delivery
Annual clients receive a year-end Profit & Loss statement. Monthly clients receive comprehensive financial statements (P&L, Balance Sheet, Cash Flow) every quarter. All statements are clear, accurate, and ready to support your tax filings.
5.Ongoing Support
Questions come up. Transactions need clarification. You have direct access to your team throughout the engagement. We're here to help you understand your financials and make informed decisions.
Your Bookkeeping Team
When you work with us, you're not getting a generic bookkeeping service - you're getting a team of international finance professionals who understand how your books connect to your tax obligations. You'll work with the same people consistently, building a relationship that makes the process smoother over time.
Alex McGowin | Lead Advisor
Alex oversees all bookkeeping engagements and is available for questions about how your financial structure impacts your tax position. He reviews key categorization decisions and ensures your books are set up to support accurate tax filings.
Your Financial Manager
A dedicated bookkeeping professional experienced in international business who maintains your books, prepares your financial statements, and handles your monthly reconciliations. They understand your transaction patterns and can answer questions about your day-to-day financials.
This consistency matters. As your team learns your business, the process becomes more efficient and the insights become more valuable.
Questions About Bookkeeping Services
Schedule a consultation. We'll review your transaction volume, account structure, and reporting needs to recommend the right fit. If you're on the edge, we can start with one tier and adjust as needed.
Yes. We work with QuickBooks, Xero, and other common platforms. If you're not using accounting software yet, we can help you get set up.
We'll still recommend monthly bookkeeping for accuracy - but we can discuss a quarterly reporting cadence if that better fits your needs. The key is keeping reconciliation current so errors don't compound.
Payroll is not included in our standard bookkeeping services, but we can coordinate with your payroll provider and ensure proper recording of payroll transactions in your books.
You'll receive access to a secure shared folder for uploading statements and documents. Everything stays organized and accessible throughout our engagement.
Get Your Books Working For You, Not Against You
Stop scrambling at year-end. Stop paying for bookkeeping that creates tax problems. Stop guessing at your business performance.
Our bookkeeping services are built by international tax specialists who understand how every transaction impacts your filings. Whether you need annual cleanup or ongoing monthly support, you'll get accurate books that make tax season simple.