Bookkeeping Services

Reliable bookkeeping services designed to help small-business owners maintain accurate, organized financial records and gain a clearer perspective on their business. 

Monthly Bookkeeping

Ongoing month-end bookkeeping to keep your financial records accurate, current, and organized. 

✓ Transaction review and categorization

✓ Bank and credit card reconciliations

✓ Review for missing, duplicated, or incorrectly recorded transactions

✓ Review of applicable balance-sheet accounts

✓ Monthly profit and loss statement

✓ Monthly balance sheet

✓ An overview of important findings or items requiring your attention

Catch-Up / Clean-Up Bookkeeping

For businesses with overdue, incomplete, or inaccurate financial records.

✓ Bring prior months of bookkeeping up to date

✓ Review and organize past transactions

✓ Correct identified bookkeeping issues

✓ Reconcile outstanding accounts

✓ Organize financial records for ongoing bookkeeping or your tax professional

Catch-up and clean-up bookkeeping is evaluated and priced separately based on the condition and complexity of your books.