Monthly Bookkeeping

Organize and categorize income and expenses, maintain transaction records, and help keep accounts up to date.

Bank & Credit Card Reconciliation

Match recorded transactions against statements and identify discrepancies for review.

Financial Reports

Prepare profit-and-loss statements, balance sheets, and other reports as appropriate for your business.

Cleanup & Catch-Up

Organize overdue records and help bring prior months of bookkeeping up to date.

Accounts Payable & Receivable

Support invoice tracking, bill organization, and monitoring customer balances.

Tax-Ready Records

Maintain organized financial records to support year-end tax preparation and business planning.

Essential

For small businesses with straightforward monthly bookkeeping.

Transaction categorization, monthly reconciliation, and basic reports.

Business Growth

For growing businesses needing more detailed reporting and ongoing support.

Monthly bookkeeping, reconciliations, financial statements, and periodic review.

Cleanup & Catch-Up

For businesses with missing, overdue, or disorganized records.

One-time or multi-month cleanup, with scope and pricing agreed in advance.