Routine Bookkeeping
Choose a monthly or quarterly rhythm that matches your business. We build a consistent process around your accounts, transaction volume, and reporting needs.
- Record and categorize transactions
- Reconcile bank and credit card statements
- Track accounts receivable, accounts payable, and loans
- Deliver clear financial reports
- Coordinate with your tax professional when needed
Routine bookkeeping is quoted at a fixed monthly rate based on volume and complexity.
Clean Ups
If your bookkeeping is current but the balances or transaction history do not look right, we can help create a clean starting point.
- Review prior-period transactions and account balances
- Reconcile bank and credit card accounts
- Correct duplicate or miscategorized entries
- Resolve inaccurate balances and inconsistencies
- Organize records for a tax-ready handoff
Cleanup projects receive a clear fixed-price proposal before work begins.
Catch Ups
If bookkeeping has been left unfinished for several months or longer, we can bring the outstanding periods up to date.
- Enter and categorize missing transactions
- Reconcile overdue bank and credit card accounts
- Review opening and ending balances by period
- Organize supporting records and outstanding questions
- Prepare current financial reports for a tax-ready handoff
Catch-up projects receive a clear fixed-price proposal based on the number of outstanding months and transaction volume.