Services

Bookkeeping support built around your business.

From monthly bookkeeping to cleanup projects and financial reporting, our services are designed to keep your records organized and your numbers useful.

Monthly

Monthly Bookkeeping

Ongoing bookkeeping helps keep your financial records current instead of letting administrative work pile up.

  • Transaction categorization and review
  • Bank and credit-card reconciliation
  • Receipt and record organization support
  • Month-end bookkeeping close
  • Standard financial reports
  • Ongoing bookkeeping communication
Project

Cleanup & Catch-Up Bookkeeping

If your books are behind, inconsistent, or difficult to rely on, we help bring them back into order.

  • Review the current state of the books
  • Catch up missing periods
  • Correct obvious categorization and reconciliation issues
  • Organize the chart of accounts where appropriate
  • Prepare the books for an ongoing monthly process
Setup

QuickBooks Online Setup

A bookkeeping system is easier to maintain when it is set up thoughtfully from the beginning.

  • Initial QuickBooks Online configuration
  • Chart-of-accounts organization
  • Bank and credit-card connections
  • Basic workflows and bookkeeping routines
  • Owner orientation to the setup
Clarity

Financial Reporting

Good bookkeeping should give you information you can understand—not just a database of transactions.

  • Profit & Loss reporting
  • Balance Sheet reporting
  • Basic monthly performance review
  • Trend visibility where data is available
  • Reports organized for business-owner use
Planning

Budgeting & Cash-Flow Support

For businesses that need additional visibility, we can help organize basic budgeting and cash-flow information alongside the bookkeeping process.

  • Basic operating budget support
  • Cash-flow tracking and planning support
  • Actual-versus-plan visibility
  • Simple owner-focused financial organization

Not sure which service you need?

That’s exactly what the initial consultation is for. Tell us what is happening with your books and we’ll help define the right starting point.

Schedule a Free Consultation