Services

• Monthly transaction categorization

• Bank and credit card reconciliations

• General ledger maintenance

• Monthly financial reports (Profit & Loss, Balance Sheet)

• Email support for basic questions

 

Ideal for low transaction volume businesses that need consistent, accurate bookkeeping without complexity.

• Review of existing bookkeeping files (QuickBooks or similar)

• Transaction cleanup and re-categorization

• Bank and credit card reconciliations for all cleanup months

• Correction of misposted entries

• Removal of duplicates and uncategorized transactions

• Cleanup of chart of accounts (as needed)

• Adjustment entries to bring books up to date

• Tax-ready financial statements upon completion

 

Ideal for businesses with incomplete, inaccurate, or overdue books

• Everything in the Essentials Package

• Accounts receivable & payable tracking

• Invoice and bill management

• Monthly financial review and summary

• Sales tax tracking (filing optional)

• Priority email support

 

Designed for businesses with higher activity and cash flow needs who want stronger financial visibility and support

• Everything in the Growth Package

• Payroll coordination or payroll reconciliation

• Budgeting and cash flow forecasting

• Quarterly financial strategy meetings

• Year-end tax-ready financials

• Dedicated support

 

Reflects hands-on service, strategic guidance, and a proactive approach—ideal for business owners who want a financial partner