Back to Basics began in [YEAR] with a simple idea…
from our founder, Kim Boaz: small businesses deserve bookkeeping that is accurate, timely, and easy to understand.
After years working inside [INDUSTRY/ROLE], [FOUNDER NAME] kept seeing the same pattern—owners juggling receipts, spreadsheets, and late-night reconciliations, unsure where the numbers stood or what to do next. The solution wasn’t another shortcut. It was getting back to fundamentals and building a practical system that works month after month.
The first clients were local to [CITY/REGION], a few courageous owners who let us rebuild their books from the ground up. We created clear categories, repeatable checklists, and a monthly close routine that produced clean reports and fewer surprises. Word spread. Soon we were helping businesses in [SECOND REGION/INDUSTRY], then across state lines, and eventually nationwide—still focused on the same goal: reliable books that owners can trust to make decisions.
“Whatever it is, the way you tell your story online can make all the difference.”
As tools evolved, so did we. We moved from paper and desktop files to secure, cloud-based platforms and streamlined workflows. What never changed were our values: accuracy, transparency, and responsiveness. Accuracy means you can rely on every line item. Transparency means you always know what we’re doing and why. Responsiveness means you’re never left guessing—we communicate proactively, keep deadlines, and answer questions in plain language.
Today, our team includes specialists in bookkeeping, payroll support, cleanup projects, and month-end reporting, located across [TIME ZONES/LOCATIONS] but aligned around one playbook. We follow a consistent cadence: gather documents, reconcile accounts, review exceptions, prepare reports, and flag insights you can actually use. When something looks off, we don’t wait; we bring you options and a recommendation. When things are on track, we confirm it and keep moving.
Our clients span industries—professional services, trades, retail, construction, and more—but they share a common need: clarity. Some want to prepare for growth or financing. Others want to reduce stress at tax time. Many simply want confidence that the numbers match the reality of the business. We meet them where they are, steady the day-to-day, and help them plan for what’s next.
If there’s a single reason we’re still here, it’s this: we care about doing the basics brilliantly. Clean reconciliations. On-time reports. Straightforward communication. The things that keep your business stable and give you room to focus on customers, team, and strategy.