Monthly bookkeeping
Our core service. Every month we work through your activity, close the books, and hand you a clear picture of the business.
- Consistent monthly close
- Owner summary in plain language
- Questions answered quickly
Services
Bookkeeping services for small businesses
We will tell you honestly what your books need
Some businesses need a cleanup first. Some are ready for monthly service today. We will look at your file and give you a straight answer, with no pressure either way.
Bank and credit card reconciliations
Each account is matched line by line against its statement so your balances are trustworthy and duplicates are caught early.
- All business accounts covered
- Discrepancies flagged and resolved
- Documented month by month
Transaction categorization
Every transaction lands in a consistent, sensible category, which is what makes your reports worth reading.
- Custom chart of accounts
- Consistent treatment over time
- CPA friendly structure
Financial statement preparation
Profit and loss, balance sheet, and cash summary delivered on a predictable schedule.
- Monthly statement package
- Period comparisons
- Notes on anything unusual
Receipt organization
Supporting documentation collected, labeled, and attached so records are easy to retrieve when they matter.
- Digital storage
- Receipts matched to transactions
- Audit ready records
QuickBooks setup
A correct foundation from day one, configured around how your business actually operates.
- Account and bank connections
- Chart of accounts build
- Workflow recommendations
QuickBooks cleanup projects
For files that have drifted. We correct, reconcile, and bring history current before monthly service begins.
- Historical reconciliation
- Correction of miscategorized activity
- Clear scope and timeline
Ongoing monthly maintenance
Steady upkeep so the books never fall behind again, including periodic reviews as your business changes.
- Proactive check ins
- Adjustments as you grow
- One steady point of contact