Catch-up
Bookkeeping cleanup
Bring incomplete or inconsistent records into usable order for tax preparation or a defined reporting period.
Bookkeeping & support
Financial records built to support tax work and better decisions.
DragonForge helps turn scattered transactions and inconsistent records into a clearer financial system, with the scope shaped around what the business actually needs.
Choose the right starting point
Cleanup, recurring support, or tax-ready coordination.
Recurring
Ongoing bookkeeping
Maintain a dependable monthly rhythm for transaction review, reconciliations, and agreed financial reports.
Tax focused
Tax-ready coordination
Resolve bookkeeping questions and assemble the reports, asset information, and owner activity needed for the return.
A defined bookkeeping scope
Know what DragonForge handles and what remains with you.
Every engagement should identify the accounts involved, the starting date, the reporting frequency, the information the business must provide, and any work that falls outside the agreed service.
A
Accounts and recordsConfirm the bank, credit, loan, payroll, merchant, and other systems included in the work.
B
Monthly responsibilitiesEstablish who supplies statements, answers categorization questions, and approves or corrects transactions.
C
Reports and reviewDefine which reports are delivered, when they are available, and how questions are resolved.
Start with the state of the books
Describe the systems you use and where the records have fallen behind.
The initial inquiry should mention the accounting platform, number of accounts, last completed reconciliation, payroll or sales activity, and the tax deadline the records must support.