Bookkeeping & Small Business Accounting Services
Sagacity Tax & Accounting provides small business bookkeeping services and accounting services Twin Cities owners can rely on for clarity, accuracy, and timely information. Whether you’re a solo consultant, a growing professional services firm, or a local Twin Cities business, our CPA-led team keeps your books organized so you can focus on serving clients, not wrestling with spreadsheets.
We help our clients reduce surprises, avoid costly mistakes, and identify savings opportunities before deadlines arrive.
At Zastenchik & Co. CPAs, tax planning isn’t a seasonal task—it’s a year-round process. We design tailored tax strategies that reflect your current goals and your future plans. Whether you’re navigating a major investment, planning for retirement, or trying to reduce your quarterly burden, we’re here to help you stay in control of the numbers.
Accurate Books for Informed Business Decisions
Sagacity Tax offers full-charge bookkeeping services that cover your general ledger, bank reconciliations, and day-to-day transaction tracking. We make sure every dollar flowing in and out of your business is recorded correctly, from client payments and subscriptions to vendor bills and owner draws. Up-to-date, accurate books give you a clear snapshot of your financial health and make tax season much simpler.
For small businesses in Minneapolis–St. Paul and across the country, monthly accounting for businesses isn’t just about staying organized—it’s about having trustworthy numbers to support pricing decisions, hiring plans, and growth. When your bookkeeping is handled by a CPA firm, you get both clean records and insight into what those records really mean.
Our Bookkeeping Services
Transaction Recording & Reconciliations
Sagacity Tax records all income and expense transactions, categorizes them properly, and reconciles your bank and credit card accounts each month. We compare your bank feeds and statements to your books so discrepancies are caught quickly, not months later. The result is a general ledger that balances and reports you can trust.
Payroll Accounting (Using External Processors)
While Sagacity Tax does not run payroll in-house, we record payroll entries from your external provider and ensure they are reflected correctly in your books. This includes wages, payroll taxes, and benefits, helping you stay compliant and making sure your financial statements line up with payroll reports.
Dedicated Advisor Access
Unlimited communication, year-round.
Your CPA is never more than a call, email, or text away. We don’t bill for questions—and we prioritize client response times.
Support Includes:
• Real-time advice via email, phone, or text
• IRS/NYS notice assistance
• Referral to legal counsel if audit escalates
QuickBooks Consulting & Cleanup
If you use QuickBooks or other cloud accounting software, Sagacity Tax can help you get more from it. We set up or refine your chart of accounts, clean up historical errors, and configure workflows that match how your business actually operates. For clients looking for QuickBooks bookkeeping MN support, we can also review your existing file, fix recurring issues, and train your team on simple best practices that keep things running smoothly.
Healthy cash flow is just as important as profit. Sagacity Tax analyzes your cash inflows and outflows, helps you build realistic budgets, and highlights trends that may affect your ability to invest, hire, or take distributions. For many small businesses, this kind of cash flow management support feels like having a part-time CFO on call—without the full-time salary.
By pairing bookkeeping data with budgeting and forecasting, we help you see what’s coming, not just what already happened. That makes it easier to decide when to spend, when to save, and when to adjust pricing or expenses so your business stays resilient.
Outsourcing bookkeeping to a CPA-led firm frees you to focus on clients and growth while giving you confidence that the numbers are accurate. Instead of juggling spreadsheets at night or guessing at categories, you get:
- Accurate, timely books that support better decisions.
- CPA review that connects bookkeeping to tax strategy and compliance.
- Fewer surprises at tax time because everything is already organized and “ready for tax time.”
- Documentation that helps avoid IRS issues and makes audits or loan applications smoother.
With Sagacity Tax, you’re not just hiring a bookkeeper; you’re gaining a small business bookkeeping service backed by experienced CPAs who see the full financial picture.
Who We Serve in Bookkeeping
Sagacity Tax’s bookkeeping and accounting services are designed for:
Solo professionals and independent consultants.
- Law firms and other professional service practices.
- Marketing, IT, creative, and other project-based service businesses.
- Real estate agents and brokerages that need clear financial tracking for commissions, expenses, and seasonal cash flow.
- Local Twin Cities small businesses that need reliable outsourced bookkeeping Minneapolis support.
Using secure cloud accounting platforms, we can serve as your “virtual bookkeeper” or part-time CFO whether you’re in Minneapolis–St. Paul or operating in another state. Our virtual accounting services combine modern tools with the same personal, small-firm relationship our local clients enjoy.
Bookkeeping FAQs
Should I hire a bookkeeper or do it myself?
Many owners start by doing their own books, but as the business grows, bookkeeping can quickly become a time-consuming distraction. Hiring a small business bookkeeping service means you spend less time fixing errors and more time serving clients. With Sagacity Tax, you also gain CPA oversight, so your books support tax savings and smarter decisions—not just compliance.
What does a bookkeeping service include?
A typical engagement includes transaction entry, bank and credit card reconciliations, managing accounts payable and receivable, and preparing financial statements. Depending on your needs, we can also help with cash flow analysis, budgeting, and QuickBooks cleanup. The goal is to give you complete, current financial information every month.
Can a CPA handle my bookkeeping remotely?
Yes. Sagacity Tax uses secure online accounting platforms (like QuickBooks Online) and encrypted portals to exchange documents and collaborate from anywhere. We currently serve clients in many states; being outside Minnesota doesn’t limit our ability to manage your books or provide CPA-level advice.
How can bookkeeping help my business grow?
Clean, timely books show you which services are most profitable, where expenses are creeping up, and how much cash you truly have available. That insight supports better pricing, hiring, and investment decisions. When combined with cash flow and budgeting analysis, bookkeeping becomes a growth tool—not just a compliance chore.
Can I use a bookkeeping service if I’m not in Minnesota?
Absolutely. Our remote bookkeeping service model is built for clients across the U.S. We connect via phone or video, share documents through a secure portal, and keep your books updated on a regular schedule, wherever you’re located.
How often will my books be updated?
Most clients choose monthly bookkeeping, but we can update more frequently if your transaction volume or reporting needs require it. We reconcile accounts at least once a month so your financials stay current and reliable.
What is the difference between a bookkeeper and an accountant?
A bookkeeper records daily transactions and keeps your ledgers organized. An accountant—especially a CPA—interprets that information, provides advice, and prepares tax returns. With Sagacity Tax, you get both: accurate bookkeeping plus CPA insight that connects your day-to-day records with bigger-picture strategy.
Do you offer part-time CFO or financial advice?
Yes. Through our cash flow and budgeting analysis, plus ongoing advisory conversations, we provide higher-level guidance similar to a part-time CFO. This is particularly valuable for professional service firms and growing small businesses that need insight but don’t yet need a full-time finance team.
Get Your Books in Order
If you’re ready to stop guessing at your numbers and start using them, Sagacity Tax is here to help. We can review your current bookkeeping setup, identify gaps or inefficiencies, and recommend a clear path forward—whether that means a full cleanup, ongoing monthly bookkeeping, or added cash flow support.
When your books are accurate and up to date, everything else gets easier: tax preparation, loan applications, planning for growth, and even deciding when it’s time to hire.
A Simple, Structured Approach
651-829-9776
Call Us Today.
- Review & Diagnose
We start with your past returns, current income, and entity structure.
- Plan Strategically
We outline year-round strategies that optimize timing, deductions, and compensation.
- Update & Adjust
Life and business change—so we review and adapt your plan throughout the year.
