Example report · public business record
PRECISION PLUMBING & PIPING LLC
- Entity type
- domestic limited liability company
- NY filing date
- 2024-09-03
- County
- Franklin
- DOS ID
- 7410853
New York Department of State via Open NY ↗
Retrieved 2026-09-15 · Monthly dataset snapshot
Your next steps
Recommended practices for your entity type and catch-up bookkeeping.
- Give the catch-up work a clear starting point
- Find the last month each business account was reconciled against its statement. Work forward from there, one account and period at a time. A defined starting point keeps the scope focused and makes progress easier to check.
- Turn work trips into useful tax records
- For a solo operator driving between customer jobs, keep a running log of each trip’s date, destination, business purpose and miles. Record total annual vehicle mileage too. These records support eligible business vehicle deductions and help your accountant work out the business-use share. Classify business, commuting and personal trips separately; your accountant can confirm the treatment and vehicle-expense method that fits.
- Match payments before adding them again
- When a bank transaction belongs to a payment already entered in QuickBooks, match it to that payment. Adding it as another sale can duplicate the entry. Once payments are linked correctly, use the remaining invoice balances to decide who needs a reminder.
- Make the finished reports useful
- Give owner contributions and withdrawals their own place in your records. Ask your accountant how they should be classified for your LLC. That makes it easier to distinguish money earned by the business from money moved by its owners. Our accounting team can scope the periods to complete and hand over a list of completed work and remaining questions.
A useful entry after a service call
Illustrative mileage log
- Trip
- Customer job A → customer job B
- Purpose
- Travel between customer service calls
- Record
- Date, destination, business purpose and miles driven
Save the trip while the details are fresh. A consistent log gives your accountant evidence to support eligible deductions.
IRS guidance on vehicle expenses and records ↗QuickBooks guidance: Matching bank transactions ↗ · Owner equity ↗