What we offer
Bookkeeping services built for small business
From monthly reconciliations to tax-ready financials, we handle the numbers so you can focus on running your business.
Monthly Bookkeeping
We categorize transactions, reconcile accounts, and deliver clean monthly financials every single month — no surprises, no backlogs.
- Bank & credit card reconciliation
- Income & expense categorization
- Monthly profit & loss statement
- Balance sheet reporting
Catch-Up Bookkeeping
Behind on your books? We'll get you caught up quickly and accurately — whether you're a few months or a few years behind.
- Historical transaction review
- Account reconciliation from any date
- Clean handoff to your CPA
- Organized records going forward
Accounts Payable & Receivable
We track what you owe and what you're owed, keeping your cash flow clear and your vendor relationships strong.
- Invoice tracking & follow-up
- Bill entry & payment scheduling
- Aging reports for AR & AP
- Cash flow visibility
Payroll Support
We work alongside your payroll provider to ensure payroll entries are recorded correctly and your books stay accurate.
- Payroll journal entry recording
- Payroll liability reconciliation
- Coordination with payroll providers
- Year-end W-2 prep support
Tax-Ready Financials
We prepare your books so your CPA can file quickly and accurately — organized, documented, and ready to go.
- Year-end financial statements
- 1099 contractor tracking
- CPA collaboration & handoff
- Audit-ready documentation
QuickBooks Setup & Cleanup
Starting fresh or fixing a mess? We set up or clean up your QuickBooks file so your accounting software actually works for you.
- Chart of accounts setup
- Historical data cleanup
- Bank feed connection & rules
- Training & ongoing support
How it works
Getting started is simple. We make the onboarding process easy so you can hand off your books with confidence.
Free consultation
We learn about your business, your current books, and what you need. No pressure, no commitment.
Custom proposal
We put together a clear, flat-rate proposal tailored to your business size and service needs.
Onboarding
We connect to your accounts, review your existing records, and get everything organized.
Ongoing partnership
Monthly deliverables, responsive communication, and books you can actually rely on.
Not sure which service you need?
Let's talk. A free 30-minute consultation is all it takes to figure out the right fit for your business.