Why monthly reconciliation matters
Catching a duplicate charge in October is easy. Finding it next April is not. Here is how reconciliation protects your cash.
Read article →We keep your books reconciled every month and prepare your business and personal returns, so you always know where your money stands and what you owe.
| Item | Amount | |
|---|---|---|
| Opening balance | $24,180.42 | |
| Client deposits (38) | +$31,905.00 | ✓ |
| Payroll · 2 runs | −$14,226.18 | ✓ |
| Vendor bills (21) | −$8,412.67 | ✓ |
| Q3 est. tax set-aside | −$4,500.00 | ✓ |
| Ending balance | $28,946.57 | ✓ |
Baidwan Financial and Tax Services is a tax and bookkeeping practice for owner-run businesses: contractors, agencies, clinics, shops and online sellers. Every account is reconciled to the penny each month, and then we look at what the reports are telling you.
Because the same team keeps your books and prepares your returns, tax season is a short conversation instead of a scramble for receipts. You get clean financials all year and a return built on records we already trust.
Founder & Principal
Gagandeep Singh is a CPA with a decade of accounting experience across construction, real estate, retail and many other industries. His work spans financial statement reporting, tax, external audits, and business formations and restructurings.
G began his career at a mid-sized accounting firm and went on to spend several years at PwC. Along the way, he saw how much small businesses depend on accurate financial reporting, and how much time and money it saves them. He founded Baidwan Financial and Tax Services to bring that level of expertise to owners who need it most.
Give small business owners and families accurate books, on-time filings and honest advice, so money decisions feel clear instead of stressful.
Flat monthly pricing, secure document sharing, and a real person who answers your call. We work with clients remotely and in person.
Pick a single service or bundle them. Most clients start with monthly bookkeeping and add tax preparation.
Transactions categorized, accounts reconciled and books closed every month.
Preparation and e-filing for sole proprietors, partnerships, S corps and C corps.
Personal returns for owners and families, coordinated with your business return.
Pay your team on time with payroll taxes filed and deposited for you.
Behind by months or years? We rebuild your records so you can file with confidence.
Regular reviews of margins, cash flow and pricing to guide your next decision.
A 30-minute call to learn about your business, your software and where things stand today.
You get a flat monthly fee based on volume and services. No hourly billing surprises.
We connect read-only bank feeds, collect prior returns and clean up anything out of place.
Reconciled books and a short summary of what changed land in your inbox each month.
We track these for every client and send reminders well ahead of time.
Your books and returns are handled by licensed tax preparers and certified bookkeepers, never outsourced.
A dedicated accountant who knows your business, answers your questions and remembers last year's details.
Plain-language reports that show what you earned, what you spent and what to set aside for taxes.
Catching a duplicate charge in October is easy. Finding it next April is not. Here is how reconciliation protects your cash.
Read article →Who needs to pay them, how to calculate a safe amount, and how to avoid underpayment penalties.
Read article →A common cause of overstated income, and the steps to clear it out of your balance sheet.
Read article →Book a free 30-minute consultation. We'll review where your books stand and give you a fixed-price quote, with no obligation.