Services

Bookkeeping services built for small business.

Core Services

Included in all monthly tiers.

Bank & Credit Card Reconciliation

We reconcile every account every month, matching your records to your bank statements so nothing slips through the cracks.

Transaction Categorization & Tracking

Every transaction is reviewed and coded to the right account. You’ll always know exactly where your money is going.

General Ledger Maintenance

Your general ledger is the backbone of your books. We keep it accurate, organized, and up to date.

Monthly Financial Statements

You’ll receive three reports every month:

  • Profit & Loss — what you earned and what you spent
  • Balance Sheet — what you own and what you owe
  • Cash Flow Statement — where your cash came from and where it went

Reports are delivered by the first week of each month for the prior month.

Catch-Up & Cleanup Bookkeeping

Behind on your books? It happens. We’ll assess the damage, give you an honest estimate, and bring everything current before starting monthly service.

Cleanup Pricing

  • Billed hourly at $65/hr
  • 50% deposit before work begins
  • Estimate provided upfront after reviewing your books

What We Don’t Do

We’re bookkeepers, not CPAs. We don’t prepare taxes, run payroll, perform audits, or give legal or investment advice. If you need those services, we’ll refer you to someone who can help.

Year-end close is included with every tier — your books arrive at your CPA clean, complete, and tax-ready.