Bookkeeping & reconciliation
Every transaction categorized to a chart of accounts that fits your business, with bank, credit card and loan accounts reconciled each month.
- No unexplained balances
- Books closed on schedule
- Audit-ready documentation
Bookkeeping services, priced as a flat monthly fee
Pick the pieces you need. Most clients start with a clean-up, then move onto monthly bookkeeping with reports delivered by the tenth of each month.
Services
What is included
Monthly financial statements
Profit and loss, balance sheet and cash summary, delivered with a short plain-language note on what changed and why.
- Know your real margin
- Spot trends early
- Reports your lender accepts
Accounts payable & receivable
Bills tracked and scheduled, invoices sent on time, and a clear view of who owes you what.
- Fewer late fees
- Faster collections
- Predictable cash flow
Payroll support
Payroll runs recorded correctly, liabilities tracked, and contractor payments organized for year-end filings.
- Clean payroll accounts
- Contractor totals ready
- No year-end scramble
Catch-up & clean-up bookkeeping
Behind by months or years? I rebuild prior periods, fix miscategorized history and reconcile back to your statements.
- Accurate prior periods
- Duplicates removed
- A fresh, reliable starting point
Year-end prep for your CPA
A tidy closing package: reconciled accounts, adjusting schedules and supporting detail your tax preparer can use immediately.
- Lower tax-prep hours
- Fewer accountant questions
- Filed on time
Which of these do you actually need?
The free bookkeeping health check answers exactly that — no guessing, no upsell.