What we offer
Bookkeeping services built for small businesses.
Whether you need ongoing monthly support or a one-time clean-up, every service is designed to give you clear, accurate books — without the stress.
01
Transaction Categorizing
Every dollar, properly placed.
Messy, uncategorized transactions make it impossible to understand your business. We review and categorize every income and expense transaction in your accounting software — ensuring your chart of accounts stays clean, your reports stay meaningful, and nothing falls through the cracks.
What's included
- Monthly review and categorization of all transactions
- Chart of accounts cleanup and maintenance
- Expense coding aligned to your business structure
- Flagging of unusual or unclear transactions for your review
02
Report Reconciliation
Matched to the penny, every month.
Reconciliation is the backbone of accurate bookkeeping. We match your bank statements, credit card statements, and loan accounts to your books — catching errors, duplicate entries, and missing transactions before they compound into bigger problems.
What's included
- Monthly bank and credit card reconciliation
- Loan and line of credit account reconciliation
- Discrepancy identification and resolution
- Reconciliation summary delivered with each close
03
Financial Reporting
Reports you can actually read and use.
Your financial reports should tell you something useful — not just satisfy a compliance requirement. We prepare and deliver clear, readable reports on your schedule so you always know where your business stands and can make confident decisions.
What's included
- Monthly profit & loss statement
- Balance sheet
- Cash flow summary
- Custom reports on request
04
Clean-Up Projects
Start fresh, no matter how far behind.
Fallen behind on your books? It happens. Whether you're months or years out of date, we'll untangle the backlog, correct errors, and bring everything current — so you can move forward with confidence and clean records.
What's included
- Full review and correction of historical transactions
- Reconciliation of all outstanding periods
- Identification and resolution of prior errors
- Handoff to ongoing monthly service or your own bookkeeper
How it works
Simple, clear, and on your schedule.
01
Free consultation
We start with a short call to understand your business, your current books, and what you need. No pressure, no commitment.
02
Scope & proposal
You receive a clear proposal outlining exactly what we'll do, what we'll need from you, and what it costs. No surprises.
03
We get to work
Once you're on board, we handle everything — categorizing, reconciling, reporting — and deliver on the agreed schedule.
04
Ongoing clarity
Monthly reports land in your inbox. Questions are answered promptly. Your books stay current so you never fall behind again.
Not sure which service you need?
Most clients start with a free consultation. We'll look at your current books together and recommend exactly what makes sense.
Schedule a Free Consultation