- Who We Serve
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Who We Serve
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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BUSINESSES
Bookkeeping
What We Do ⟶ Outsourced Accounting Services ⟶ Bookkeeping
Accurate Books.
Confident Decisions.
Running your business off the balance in your bank account is risky — and unnecessary. Without accurate, timely, and reliable financials, you’re making decisions in the dark. At Beaird Harris, we believe great bookkeeping is the foundation of a well-run business.
It gives you the clarity you need to make smarter choices, supports effective tax planning and filings, and provides the insight needed for financial modeling and growth. Our team makes sure your Profit & Loss and Balance Sheet aren’t just correct, but actionable — giving you the tools to lead your business with confidence.
Bookkeeping
Done Right
You didn’t start your business to spend hours wrestling with your books — and you certainly don’t want your future riding on bad information. Too often, companies hand off bookkeeping to the lowest bidder, only to discover the real cost later: inaccurate financials, poor decisions, and incorrect tax filings.
At Beaird Harris, we do bookkeeping differently. Our team delivers accurate financials you can trust, updated on time and designed to be actionable, so you’re always equipped to run your business smarter. Best of all, we provide professional service at a fair, transparent price — giving you clarity in your numbers, confidence in your decisions, and more time to focus on growing your business.
Services to Cover Your
Bookkeeping Needs
Every business has unique needs, but the fundamentals are the same: you need clean, reliable, and organized financials. Our bookkeeping services cover everything required to get — and keep — your books in order.
- Chart of Accounts Setup & Analysis
- Financial Statement Reporting
- Transaction Categorization & Volume Analysis
- Banking & Credit Card Connections
- Third-Party App Integrations
- Cash Flow Reporting & Trend Analysis
- Quality Checks on Financial Data
- And More
From Onboarding to Insights –
Put Beaird Harris on Your Team
We don’t believe in one-size-fits-all bookkeeping. Instead, our process is tailored to your business and designed to create long-term clarity.
Personalized Onboarding
We start by learning your business inside and out. Our team connects directly to your financial systems and reviews your bookkeeping history, current needs, and goals. This ensures a customized setup that supports accurate reporting from day one.
Cleanup & Setup
Next, we analyze your existing books to fix errors, streamline processes, and create a system you can rely on. The result is organized financial data that’s easy to use and ready to deliver insight.
Ongoing Support
Whether monthly, quarterly, or annually, our team keeps your books up to date. Each cycle, you’ll have access to an easy-to-read Profit & Loss and Balance Sheet —so you always know exactly where you stand.
Simple, Transparent Plans
for Bookkeeping Services
Essential
Best for: Independent Contractors that want clean, accurate books without the extras. Get bookkeeping that keeps you tax-ready and compliant.
Requirement: Bookkeeping services must be paired with a tax engagement through Beaird Harris.
What’s included:
- Typically low volume bank account & credit card
- Cash-based Profit & Loss and Balance Sheet built from your bank and credit card activity
- Year-end reporting package prepared for your tax professional
- Support from your dedicated bookkeeping team via email and over the phone
Core
Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.
Requirement: Bookkeeping services must be paired with a tax engagement through Beaird Harris.
What’s included:
- Everything in Core
- Visibility into your finances
- Multiple accounts & credit cards
- Typically one profit center
- Cash-based Profit & Loss and Balance Sheet enriched with data from all your tools and systems
- Year-end reporting package prepared for your tax preparer
- Ongoing support from your dedicated bookkeeping team via email and over the phone
Custom
Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.
Requirement: Bookkeeping services must be paired with a tax engagement through Beaird Harris.
Custom plans can include:
- Everything in Essentials
- Payables coding & management
- Tracking by profit center and/or professional
- Consolidated accounting across companies
- Support from your dedicated finance and accounting team through email and phone
Bookkeeping That
Simplifies Tax Season
At year-end, we deliver a complete and accurate set of books, ready to hand off seamlessly to the tax team. This isn’t just about avoiding headaches — it’s about creating opportunities.
Clean financials provide the foundation for proactive tax planning, helping identify strategies to reduce your tax burden and position your business for success in the year ahead.
Your Goals. Our Expertise.
Let's Connect
From bookkeeping to CFO-level strategy, our team delivers the financial clarity you need at every stage of growth.