Bookkeeping Services for Greenville & Upstate SC

We keep the books for small businesses across Greenville and Upstate South Carolina, with one accountant handling the reconciling, the monthly statements, and the tax return, so you are not the one piecing the numbers together at ten at night.

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A black circle on a white background.
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We reconcile every account, post the month's transactions, record payroll, and send your financial statements after the month closes. This is the right fit for most retailers, restaurants, and professional offices.

Monthly

Your Books Closed Every Month, By The Same Person Every Month

Your work goes directly to Jim Lane. The person reconciling your accounts is the person who answers the phone when you call about a transaction you do not recognize, and nothing gets handed to a rotating account rep.


  • More than 30 years of accounting experience, including controller and accounting-leadership roles at Upstate companies before the firm was founded
  • Member of the American Institute of Certified Bookkeepers and the Institute of Management Accountants
  • Enrolled Agent, federally authorized to represent taxpayers before the IRS
  • Masters in Accounting and a BS in Business Administration
  • Bookkeeping, payroll, and tax preparation handled under one roof at 200 Smith Hines Road in Greenville


We tell you what we found in your file and how long the work will take before you commit to anything.

What Small Business Bookkeeping Covers Each Period

Small business bookkeeping in the Upstate SC market comes down to the same set of tasks done on a schedule instead of in a rush. Here is what we do with your file.


  • Accounts payable and receivable: we enter bills, schedule payments, send invoices, and track collections so cash flow stays predictable
  • Bank reconciliations: we reconcile checking, savings, and credit card accounts so statements match and discrepancies surface early
  • General ledger maintenance: we categorize transactions and keep the chart of accounts tidy so the reports mean something
  • Financial statements: you receive a profit and loss, a balance sheet, and a cash summary you can act on
  • Payroll recording: we record payroll entries into the ledger so wages, taxes, and withholding land in the right accounts
  • 1099 and 1096 preparation: we organize vendor information through the year so January filings are ready when they are due


Recording payroll in the ledger is a different job from running payroll, and we do both. If you also need checks cut, direct deposit, and the quarterly filings handled, that is covered on our payroll services page.


You pick the cadence, and we hold it.

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Monthly

We reconcile every account, post the month's transactions, record payroll, and send your financial statements after the month closes. This is the right fit for most retailers, restaurants, and professional offices.

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Quarterly

We close three months at a time and deliver statements plus the numbers your quarterly estimates depend on. This suits businesses with lower transaction volume and steady month-to-month activity.

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Weekly

We handle payables, receivables, and deposits on a weekly pass, with statements still delivered monthly. Contractors and any business managing job costs and vendor payments in real time usually want this one.


Work happens on site at your office or remotely anywhere in the Upstate, whichever you prefer.

Catch Up Bookkeeping And Bookkeeping Cleanup Services

Being months or years behind is a project with a beginning and an end, not a verdict on how you run your business. Whether a lender is asking for financial statements, a tax preparer is waiting, or a QuickBooks file simply stopped reconciling, the sequence is the same.

Step 1:

Review the file

We look at what is actually in the file today, how many months are open, how many accounts are involved, and where the entries stopped being reliable.

Step 2:

Quote the cleanup as a defined project

Cleanup is priced separately from ongoing work because the volume is already known and the periods are already closed. You see the scope and the cost before we start.

Step 3:

Correct the historical periods

We rebuild the reconciliations, recategorize what was miscoded, and produce statements for each period we bring current.

Step 4:

Move onto a regular close

Once the history is right, you move to a monthly, quarterly, or weekly rhythm and the books stay current from there.

How Much Does A Bookkeeper Cost For A Small Business

Three things set the price: how many transactions run through your accounts each month, how many bank, credit card, and loan accounts have to be reconciled, and what reporting you need beyond a standard set of statements. We quote after a look at your current books rather than before, because the file tells us more than a phone call can.


  • Ongoing bookkeeping is available as a flat monthly plan, so the cost is the same line item every month
  • Cleanup and catch-up work is quoted separately as a one-time project, after we see how far behind the file is
  • Weekly, monthly, and quarterly cadences are priced to match the work each one involves


Send us your questions or email jim@lanefinancialservices.com and we will tell you what your situation actually involves.

Hours Back In Your Week And Numbers You Can Plan Against

You gain back the evenings you currently spend on data entry, and you skip the cost of hiring and training someone in house. When the ledger is current, we can also talk about where the money is going, which is where small business accounting and advisory work begins, including budgeting and forecasting.


Clean books also make the return faster. Nobody is reconstructing a year of activity in March, because tax preparation and planning depends on numbers that were already reconciled month by month.

The Books And The Return Prepared By The Same Hands

If you pay a bookkeeper and a tax preparer separately, you are the one relaying questions between them. Here, the ledger we maintain is the ledger the return is built from, and Jim is an Enrolled Agent, so the same person who reconciled your accounts can represent you before the IRS if a notice or an audit arrives.


There is no reconciling two versions of your year, and no explaining your business twice.

Do You Still Need A Bookkeeper If You Use QuickBooks

QuickBooks is a good tool and it still needs someone entering the right things in the right places. For businesses already on it, we review the chart of accounts, the bank feeds, and the reconciliations, and correct what is off before it compounds. For new businesses in Fountain Inn, Travelers Rest, or Simpsonville, we configure the file to match how the work actually flows.


If the file itself is the problem, or you would rather learn to drive it yourself, our QuickBooks cleanup and one-on-one training covers setup, troubleshooting, and sitting down with you on your own file. We also work in Peachtree and Sage 50.

Bookkeeping Across Greenville And The Upstate

Our office is on Smith Hines Road in Greenville, and we keep books for businesses throughout the Upstate. We can sit down with you at your office, or handle everything remotely with secure document delivery, whichever works with your schedule.



Because we handle South Carolina returns and sales tax reporting alongside the books, state filing requirements are part of the same conversation rather than something you track separately.

Start With A Look At Your Current Books

Send us what you have, whether that is a QuickBooks file, a stack of statements, or a spreadsheet you have been keeping yourself. We will tell you what shape it is in, what it would take to bring it current, and what ongoing bookkeeping would cost, before you commit to anything.


Send a message through our contact form or email jim@lanefinancialservices.com. You can also reach us at (864) 346-6157.

Questions Upstate Owners Ask Before Handing Over The Books

  • How much does a bookkeeper cost for a small business in South Carolina?

    Cost is driven by monthly transaction volume, the number of accounts that need reconciling, and how much reporting you want beyond standard financial statements. We give you a figure after a quick review of your existing books so the number reflects your actual file. Many clients choose a flat monthly plan so the expense is predictable all year.

  • Can someone catch up two years of bookkeeping?

    Yes, and multi-year catch-up work is a regular part of what we do. We review the file, quote the cleanup as a defined project, correct each historical period, and produce statements for the years we bring current. Once the history is right, you move onto a regular monthly, quarterly, or weekly close.

  • Who cleans up messy books in Greenville SC?

    Lane Financial Services handles bookkeeping cleanup for businesses in Greenville and across the Upstate, including files that no longer reconcile, miscoded transactions, and duplicate entries. The work goes directly to Jim Lane, an Enrolled Agent with more than 30 years of accounting experience. We start by looking at the file and telling you what we found.

  • What does a bookkeeper do each month for a small business?

    Each month we enter and pay bills, invoice customers and track collections, reconcile every bank, savings, and credit card account, categorize transactions in the general ledger, record payroll entries, and deliver a set of financial statements. Vendor records for 1099 and 1096 filings are kept current through the year rather than assembled in January. You get the statements after the month closes, along with anything we flagged along the way.

  • Do I need a bookkeeper if I already use QuickBooks?

    QuickBooks reports are only as good as the entries behind them, and most files drift when nobody is reviewing the categorization and reconciliations. We keep the entries accurate so the reports are usable for lending, planning, and the tax return. If you would rather run the file yourself, we also train you on it.

  • Do you offer monthly bookkeeping for a small contractor near Greenville?

    Yes. Contractors typically want a weekly pass on payables, receivables, and deposits so job costs stay current, with financial statements delivered monthly. We can work on site or remotely, and we coordinate payroll recording and 1099 preparation for subcontractors in the same engagement.

  • Will you work with my tax preparer?

    We coordinate with an outside tax professional and provide the statements and schedules they ask for. Many clients eventually move the return here as well, since the books and the filing are then prepared from the same ledger. Either way, the numbers you hand over reconcile.