Services
Bookkeeping services
Pick what you need now—then upgrade or scale back as your business changes. Everything is built around a consistent monthly close.
Monthly bookkeeping
- Transaction categorization
- Bank and credit card reconciliations
- Monthly financial reports (P&L, balance sheet)
- Questions + cleanup notes tracked monthly
Catch-up bookkeeping
- Get current month-by-month
- Correct mis-categorizations and duplicates
- Reconcile past periods
- Bring books to CPA-ready quality
Books cleanup / diagnosis
- One-time review of your books
- Find common issues (COA, uncategorized, reconciliations)
- Prioritized cleanup plan
- Optional execution by our team
Year-end readiness
- Ensure accounts are reconciled
- Tie-out key balances
- Support schedules for your CPA or advisor
- Clear support when your advisor needs it
A simple, repeatable process
- 1) Discovery — we learn your business and what “done” looks like.
- 2) Access + setup — tools, permissions, and a checklist.
- 3) Cleanup — fix the past (if needed), month-by-month.
- 4) Monthly close — reconcile, report, and keep you on track.