What We Do
Monthly Bookkeeping
Consistency that counts
Stay on top of your finances with reliable monthly bookkeeping. We track income, expenses, and transactions, so your books stay organized and accurate—all year long. Perfect for business owners who want peace of mind and financial clarity.
Key Tasks:
- Bank and credit card reconciliations
- Categorization of income and expenses
- Review of vendor and customer transactions
- Monthly closing of books
Tier Levels:
- Basic Tier: Best for solopreneurs or freelancers with a small volume of transactions.
- Standard Tier: Ideal for small businesses needing more frequent reporting and reconciliations.
Financial Reports
Know your numbers. Grow your business.
Get detailed, easy-to-understand financial reports that tell the real story of your business. We break down the numbers so you can make confident decisions based on data—not guesses. Monthly or quarterly options available.
Included Reports:
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
- Custom reports upon request (project-specific, department-level, etc.)
Tier Levels:
- Basic Tier: Standard reports delivered monthly.
- Standard Tier: Monthly reports with brief insights and recommendations.
- Advanced Tier: Monthly reporting plus quarterly review calls to go over your numbers in depth.
Catch-Up Services
Behind on your books? We’ve got your back
Whether you're months or years behind, we help clean up and organize your financial records. No judgment—just fast, professional support to get you caught up and back on track. Let’s fix the past and focus on the future.
What’s Included:
- Review of past financial records
- Reconciliation of missed months
- Cleanup of chart of accounts
- Organization for tax preparation
Tier Levels:
- Light Catch-Up: 1–3 months behind
- Moderate Catch-Up: 4–12 months behind
- Heavy Catch-Up: Over 12 months behind or books in disarray
