Income & expense categorization
Review and organize business bank and credit card transactions into appropriate bookkeeping accounts, so your records are easier to understand.

Local service · Xero bookkeeping · H&R Block Business Services
Bookkeeping services in Allentown, PA, for small business owners who want to stay on top of their income, expenses and financial records.
Lehigh Multiservice offers bookkeeping through our H&R Block franchise. We use Xero to categorize transactions, reconcile accounts and prepare financial reports—whether you need ongoing monthly support or help catching up.
Serving Allentown, Bethlehem, Easton and the Lehigh Valley. Assistance in English and Spanish.
Choose support based on your records, transaction volume and business needs. We review the scope with you before work begins.
Review and organize business bank and credit card transactions into appropriate bookkeeping accounts, so your records are easier to understand.
Compare your books with account statements and investigate differences, including missing, duplicated or incorrectly recorded transactions.
See your recorded income, expenses, assets and liabilities in clear financial reports that support business planning and tax preparation.
Bring overdue records up to date, review existing bookkeeping issues and reconcile prior periods in Xero within an agreed scope.
Monthly bookkeeping provides a regular process for organizing transactions, reconciling accounts and reviewing financial reports.
A good fit if: bookkeeping takes time away from running your business or your records need more consistent attention.
Catch-up and cleanup work focuses on the periods or problems that need attention before you move forward.
A good fit if: you have unreconciled accounts, missing months or existing records that need review.


Work with Jeffrey De Los Santos, EA, Xero Certified Professional — Level 2. Jeffrey also completed Xero Certified Associate — Level 1. Read about his credentials and their scope.
Jeffrey represents Lehigh Multiservice in BNI’s bookkeeping category. View Jeffrey’s BNI profile.
Our bookkeeping work is maintained in Xero cloud accounting software. Already using Xero? We can review your existing organization and discuss what needs to be updated or reconciled.
Lehigh Multiservice has served the local community since 2005. Learn more about our team and Allentown office, read selected Google feedback about office service, or view our H&R Block office profile.
Organized books also support tax preparation. Explore our Allentown tax services and tax preparation services when you are ready to discuss filing needs.
For the accounts and periods covered by your agreement, monthly bookkeeping combines organized transactions, reconciled records and financial reports. We confirm the scope, records needed and delivery timing with you before work begins.
Income and expense transactions categorized in Xero for the agreed accounts and period. Missing receipts or unclear transactions are identified for follow-up.
Bank and credit card activity compared with the statements supplied, with differences reviewed and unresolved items identified.
A Profit & Loss Statement showing recorded income and expenses, and a Balance Sheet showing recorded assets, liabilities and equity.
Help understanding the report figures and any questions that need your input. Reports depend on the completeness of the records provided.
Catch-up work and tax preparation are separate services unless specifically included in your agreement. Discuss monthly bookkeeping for your business.
FICTIONAL EXAMPLE — NOT CLIENT DATA
Sample Service Company — fictional business
Illustrative Profit & Loss for September 2026 · USD
This simplified example shows how income and expenses become a useful monthly report. Every figure below is invented for illustration. It is not a real client report, a Xero screenshot or a forecast of your results.
| Category | Amount (USD) |
|---|---|
| Service revenue | $18,000 |
| Direct job costs | $3,000 |
| Gross profit | $15,000 |
| Rent | $1,800 |
| Software | $250 |
| Insurance | $350 |
| Advertising | $600 |
| Office expenses | $300 |
| Administrative contractor | $2,500 |
| Total operating expenses | $5,800 |
| Net profit before income taxes | $9,200 |
Actual reports reflect your business, accounting basis, records and agreed scope. This example is not an audited or reviewed financial statement and is not a tax calculation.
Request a bookkeeping consultation · Explore tax preparation services
Ejemplo ficticio; no contiene datos de clientes. El reporte ilustra ingresos de $18,000, costos directos de $3,000 y gastos operativos de $5,800, con una utilidad de $9,200 antes de impuestos sobre ingresos. La utilidad no equivale al saldo bancario. Sus reportes se preparan según los registros y el alcance acordado.
Contact our office to discuss your current records, bookkeeping challenges and whether you need monthly or catch-up support.
We discuss the accounts, periods and reports involved, then explain the proposed work and fees.
We explain which statements and records are needed and how to provide them before bookkeeping work begins.
Pricing depends on transaction volume, the number of accounts, the condition of your records and the work required. Request a consultation to discuss a scope and quote for your business.
Yes. We offer catch-up and cleanup bookkeeping. We first review the periods involved and the records available to determine the work needed.
We use Xero. If you already have a Xero organization, we can review it and discuss ongoing bookkeeping or cleanup needs.
We prepare Profit & Loss Statements and Balance Sheets from your bookkeeping records. We can also explain the figures so you can better understand your recorded business activity.
Bookkeeping organizes your financial records; tax preparation is a separate service. Visit our tax services page to discuss your filing needs and confirm the services included in your engagement.
Be ready to discuss your business, the accounts you use, the periods needing attention and whether you already use Xero. Our office will explain which documents are needed and how to provide them. Please do not send account numbers or financial documents through a general website inquiry.
Yes. Our office assists clients in English and Spanish. Call 610-351-0889 to discuss your bookkeeping needs.
Le ayudamos a organizar ingresos y gastos, conciliar cuentas bancarias y tarjetas de crédito, y preparar reportes financieros en Xero. También ofrecemos ayuda para poner al día sus libros y revisar registros atrasados, a través de nuestra franquicia de H&R Block.
Solicite una consulta o llame al 610-351-0889. Atendemos en español e inglés.
Tell us where your books stand today. We’ll discuss practical next steps for your business.
Lehigh Multiservice
1028 W Hamilton Street, Unit A
Allentown, PA 18101
Tell us which service you need, your preferred language (English or Spanish), and whether you prefer a phone call or email. For tax preparation, you can also use the H&R Block appointment link.
Indique el servicio que necesita, su idioma preferido (inglés o español) y si prefiere una llamada o un correo electrónico. Para impuestos, también puede usar el enlace de citas de H&R Block.