Small Business Bookkeeping for
Santa Fe and Northern New Mexico
Monthly bookkeeping, catch-up services, GRT returns, and QuickBooks setup for small business owners throughout Northern New Mexico. Every engagement is reviewed with an auditor's eye.
20+ Years Experience • QuickBooks ProAdvisor
What Brought You Here?
Most business owners don't look for a bookkeeper until something isn't working. If any of these sound familiar, we can help.
Books Are Months Behind
You meant to stay on top of it. Now there's a year of transactions sitting in QuickBooks untouched. We dig through the backlog, reconcile everything, and get you current so you can move forward with clean records.
DIY QuickBooks Gone Wrong
You set it up yourself when you started. Now there are accounts that don't make sense, transactions in the wrong places, and reports you don't trust. We restructure it properly or help you start over the right way.
Which Jobs Make Money
You're staying busy, but you can't tell which projects actually turn a profit. Without job costing set up properly, you're guessing. We build the tracking so you can see exactly what's working.
GRT Filing Stress
New Mexico's Gross Receipts Tax has its own rules and deadlines. Missing one or misreporting creates problems you don't need. We handle the preparation and filing so you stay compliant without the worry.
Payroll Is Overwhelming
You know you need to run payroll but the setup is confusing. Withholdings, tax filings, employee records. We configure your system correctly from the start and train you to run it with confidence.
Tax Season Is Coming
Your CPA needs your books and you're nowhere close to ready. Last year was a scramble and you probably missed deductions. We get your records accurate and organized before the deadline arrives.
Why Work With Us
A bookkeeping practice built on 20+ years of accounting experience and an auditor's attention to detail.
Auditor's Eye
Stephen holds a Certified Internal Auditor designation. Your books are reviewed with the same scrutiny applied in formal audits. We identify where money leaks out and catch problems before they become expensive.
Local Santa Fe Firm
We're based in Santa Fe and work with small businesses across the region. You're working with someone who knows the local landscape, not a remote call center reading from a script.
Unlimited Questions
Every engagement includes unlimited questions. You shouldn't have to wonder if reaching out will trigger a bill. If something in your financials doesn't make sense, just ask.
QuickBooks ProAdvisor
Certified to set up, troubleshoot, and optimize QuickBooks. Whether you need a clean start or a fix for a messy file, we know the platform and use it to its full potential.
Our Services
We handle the books so you can focus on running your business. Start with one service or bring us in for everything.
Monthly Bookkeeping Services
Ongoing bookkeeping to keep your financial records accurate, current, and ready for tax time. Includes transaction categorization, bank reconciliation, and monthly financial statements.
Catch-Up Bookkeeping
Get your overdue or disorganized books back on track. We reconcile past months or years of transactions, correct errors, and deliver accurate financial statements so you can move forward with clean records.
Payroll System Setup & Training
Get your payroll system configured correctly from the start. We handle the setup and train you to run it yourself with confidence.
QuickBooks Setup & Training
Get QuickBooks configured for your business with a proper chart of accounts, connected bank feeds, and customized settings. Includes hands-on training for day-to-day use.
GRT Returns
Preparation and filing of your New Mexico Gross Receipts Tax returns. We handle location codes, rate calculations, and filing deadlines so you stay compliant.
Job Costing for Contractors
Track costs and profitability by project or job. Know which work actually makes money with detailed reporting built into your accounting system.
Industries We Serve
Different businesses bring different bookkeeping challenges. We take the time to understand yours before we touch the numbers.
General Contractors
Construction & Trades
Job costing that shows which projects make money and which ones don't. Track costs by job so your next bid starts from real numbers.
Home Builders & Remodelers
Construction & Trades
A kitchen remodel takes three months. You won't know if you made money for six. Job costing tracks every dollar by project so you can price the next one right.
Trade Contractors
Construction & Trades
Trade contractors need to know which jobs make money. We track labor and materials by project so you can bid future work based on real numbers instead of guesses.
Exterior Contractors
Construction & Trades
We track every job from deposit to final invoice. You see which projects actually made money after materials, labor, and weather delays.
Home Service Companies
Construction & Trades
High volume means small mistakes add up fast. We track costs by service type so you know what's actually making money and what needs repricing.
Real Estate Agents & Brokers
Real Estate & Property
Commission tracking, expense categorization, and GRT compliance for Santa Fe real estate professionals.
Property Management Companies
Real Estate & Property
You manage properties for owners who expect accurate statements. We reconcile trust accounts, track expenses by property, and ensure your owner reports match reality.
Real Estate Investors
Real Estate & Property
Every property needs its own P&L. We track income and expenses by address so you can see which units actually perform and which ones drain cash.
Vacation Rental Operators
Real Estate & Property
Multiple platforms, constant turnovers, and tax obligations unique to New Mexico. We sort through it all so you know what each property actually earns.
Hotels & Lodging
Hospitality & Tourism
Santa Fe tourism runs in seasons. Your books should show where the money goes so you can plan for the months it slows down.
Tour & Event Companies
Hospitality & Tourism
We track deposits, vendors, and costs by event so you know which tours and events actually earn profit.
Trucking Companies
Transportation
Your truck costs money every mile it moves. We break down fuel, maintenance, and fixed costs so you know which loads actually make money.
Moving Companies
Transportation
Every move has different costs. We track labor and fuel by job so you know which moves make money and which ones don't.
Dental Practices
Healthcare
We reconcile your practice management software to your bank so every dollar earned is accounted for. This catches collection gaps and keeps the numbers honest.
Medical & Therapy Practices
Healthcare
Insurance payments arrive months after services. Multiple payers with different rates. Knowing actual practice profitability requires tracking beyond cash in the door.
Veterinary Practices
Healthcare
Your pharmacy might be a profit center or a money pit. Most practice owners can't tell which. We track inventory costs, service margins, and the numbers that matter.
Consultants & Coaches
Professional Services
Project-based income, retainer fees, and prepaid coaching packages require tracking beyond basic bookkeeping. We handle revenue recognition and capture the deductions consultants typically miss.
Art Galleries
Arts & Creative
Half of every sale belongs to someone else. You need books that track what's yours and what you owe artists.
Artists & Studios
Arts & Creative
Bookkeeping for working artists who need to track consignments, materials costs, and multiple income streams while managing irregular cash flow.
20+
Years experience
Certified
Internal Auditor
100%
Locally Focused
Santa Fe's Small Business Bookkeeper
The Next Step:
A Quick Conversation
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a straightforward quote.
