Bookkeeping
Your books, current and accurate every month
We handle the categorization, reconciliation, and reporting so you're not scrambling before tax season and you always know where your business stands financially.
What's Included
Everything you need.
- Every transaction categorized correctly each month
- Bank and credit card accounts reconciled
- Monthly profit and loss statement delivered
- Balance sheet updated monthly
- Payroll coordination if applicable
- Year-end books closed and ready for tax prep
- Catch-up available if you're behind
Who It's For
A good fit if you're…
- Running a business and your books are not current
- Doing it yourself and not confident the numbers are right
- Behind on the books and need a cleanup before moving forward
- An LLC or S-Corp that needs accurate financials for tax filing
How It Works
A simple, guided process.
1
You connect your accounts
You connect your accounts or provide access to your bank and credit card statements.
2
We categorize transactions
We categorize every transaction for the month.
3
We reconcile and flag
We reconcile your accounts and flag anything that looks off.
4
You get a clean report
You receive a clean monthly report with your P&L and balance sheet.
Questions about this service?
Ready to move forward?
Schedule a free consultation and let's get started.