Considered services. Consistent care.

Monthly Bookkeeping

Our flagship engagement. A steady, flat-rate monthly partnership designed to keep your books accurate, reconciled, and decision-ready every single month — so you never have to wonder where things stand.

• Categorization of all business transactions
• Monthly reconciliation of bank, credit card, and merchant accounts
• Monthly Profit & Loss and Balance Sheet delivery
• Ongoing email support and clarifying questions
• Year-end package ready to hand to your CPA

Catch-Up & Cleanup Bookkeeping

For books that have fallen behind — whether by a few months or a few years. We work methodically through prior periods, restoring accuracy and continuity so you can move forward with confidence and the right baseline in place.

• Historical transaction review and categorization
• Prior-period bank and credit card reconciliation
• Corrections of miscategorized or duplicated entries
• Chart of accounts review and reorganization
• Clear, documented handoff to your CPA or tax preparer

Account Reconciliation

The quiet, essential work of matching every transaction in your books to what actually happened in your bank and credit card statements. Reconciliation is how we catch missing entries, duplicate charges, and unnoticed errors before they compound.

• Monthly bank and credit card reconciliation
• Merchant account and payment processor reconciliation
• Documentation of reconciling items and adjustments
• Escalation of anomalies or suspicious transactions

Financial Reporting

Numbers are only useful when they're understood. We deliver clear, well-structured financial reports that surface the insights you need to steer your business or personal finances — not spreadsheets to decipher.

• Monthly Profit & Loss statement
• Balance Sheet and Statement of Cash Flows
• Period-over-period comparisons on request
• Custom reporting for specific classes, projects, or locations

Payroll Support

Payroll coordination and reconciliation that keeps your team paid accurately and your books clean. We work alongside your existing payroll provider to ensure every payroll run is reflected correctly in your financials.

• Payroll journal entry review and reconciliation
• Coordination with Gusto, QuickBooks Payroll, or your provider
• Classification of wages, taxes, and benefits
• Payroll liability tracking and clearing

Tax-Ready Books

We don't prepare your tax return — but we make sure your CPA or EA has exactly what they need. Tax-ready books mean faster, cleaner, and less stressful filing seasons.

• Year-end review and adjusting entries
• Organized financial statements and trial balance
• 1099 vendor tracking and preparation
• Direct communication with your tax professional

QuickBooks Online Setup & Cleanup

Starting fresh, switching from another platform, or inheriting a tangled file? We get you set up right — or untangle what's there — so your day-to-day bookkeeping can run smoothly from the inside out.

• QuickBooks Online initial setup and customization
• Chart of accounts design aligned to your business
• Bank feeds and integrations configured correctly
• Cleanup of existing QBO files with documented fixes

Personal Bookkeeping & Financial Organization

For individuals who want the same order and clarity that businesses enjoy. We help you track spending, organize documents, and build a financial picture that's ready for tax time and easy to make decisions from.

• Personal income and expense tracking
• Cash flow visibility and monthly summaries
• Organized records for tax preparation
• Ongoing check-ins and light financial coordination

Ongoing Advisory Support

Sometimes you just need a calm, capable second set of eyes. Ongoing advisory support gives you access to quick questions, periodic reviews, and peace of mind — without the commitment of a full monthly engagement.

• Quarterly financial reviews
• Responsive email and scheduled calls
• Check-ins around major financial changes
• Best-practice guidance for day-to-day recordkeeping