Services
Everything your books need. Nothing they don’t.
Three focused services, built for solo entrepreneurs and small businesses — not stripped-down versions of what a big firm offers.
01
Bookkeeping
Your day-to-day transactions, categorized and reconciled every month, so your books are always audit-ready and you’re never scrambling in April.
- Monthly transaction categorization
- Bank & credit card reconciliation
- Accounts payable & receivable tracking
- Direct access to your bookkeeper
02
Cleanup & Setup
Starting fresh or behind on your books? We’ll build a clean foundation in QuickBooks and catch up every backlogged month.
- QuickBooks Online setup & onboarding
- Custom chart of accounts
- Historical catch-up (any backlog)
- Miscategorized transaction correction
03
Reporting
Plain-English financial reports that tell you what’s actually happening in your business — not just numbers on a page.
- Monthly profit & loss statements
- Balance sheet & cash flow reports
- Tax-season-ready financial packages
- Plain-English summary of what it means
Not sure what you need?
Most clients start with a free consultation. We’ll figure out the right mix together.
Schedule a Free Consultation