We deliver accurate, actionable financial insights that help you make confident business decisions. Whether you need ongoing Monthly Bookkeeping that typically saves 15-20% on tax liability, comprehensive Bookkeeping Clean-Up that recovers an average of $7,500 in unclaimed expenses, or expert Bookkeeping Catch-Up services that help process $18,000 in overlooked receivables, we're here to help your business thrive. Using QuickBooks Online, we create efficient, customized solutions that save our clients time and money while providing the reliable financial data they need to grow. Book your complimentary financial evaluation today to discover how we can support your business goals.

Explore our services in detail below to find the right solution for your business.

​

Monthly Bookkeeping Services:

​Our comprehensive monthly bookkeeping service delivers the real-time financial clarity your business needs to thrive. We tailor our services to match your unique business needs, allowing you to choose exactly which financial tasks you want us to manage.

Core Services Available:

​

• Monthly reconciliation of all bank and credit card accounts

• Detailed transaction categorization and expense tracking

• Accounts payable and receivable management

• Streamlined bill pay and invoice processing

• Monthly payroll journal entries and tracking

• Clear documentation of business expenses and deductions

• Regular financial health check-ups

​​

You decide which aspects of your bookkeeping we handle – whether it's taking over your complete financial management or supporting your existing processes. Our flexible service model lets you:

​

• Keep certain tasks in-house while outsourcing others

• Scale services up or down as your business needs change

• Set custom reporting schedules and formats

​​

You'll receive a monthly financial package including customized profit & loss statements, balance sheets, and cash flow reports. Our proactive approach helps identify profit-draining issues early, recovering an average of $3,000 in lost revenue annually for our clients. Through precise expense tracking and categorization, we typically help businesses reduce their tax liability by 15-20%.

​

Each month, we'll review your financial reports with you to:

​

• Analyze revenue trends and expense patterns

• Identify cost-saving opportunities

• Track progress toward financial goals

• Spot potential growth opportunities

• Provide actionable insights for business decisions

​​

Your dedicated bookkeeper will serve as your financial partner, available for questions and strategic guidance throughout the month. We maintain your books with consistent attention to detail, ensuring you always have accurate, audit-ready financial records that support confident business decisions.

All services include support, secure document storage, and regular strategy sessions to keep your business financially optimized and competitive in your market. As your business grows or changes, we'll adapt our services to match your evolving needs.

​

Bookkeeping Cleanup Service:​​

Our comprehensive bookkeeping cleanup service transforms messy, backlogged books into organized, accurate financial records. We customize our approach based on your specific situation, whether you're months behind or need several years of books reconstructed.

Core Cleanup Process Includes:

​

• Complete review and reconstruction of historical transactions

• Full reconciliation of all bank and credit card accounts

• Recovery and proper categorization of missing expenses

• Identification of unclaimed tax deductions

• Correction of historical errors and misclassifications

• Organization of all financial documentation

• Setup of efficient record-keeping systems

​​

Our thorough process has helped businesses recover an average of $7,500 in unclaimed expenses while identifying $12,000 in previously missed tax deductions. Our experienced team will:

​

• Analyze all available financial documents and statements

• Track down missing information and receipts

• Properly categorize historical transactions

• Document fixed assets and depreciation

• Clean up and organize vendor lists

• Correct loan and transfer categorizations

• Set up proper chart of accounts

​​

Upon completion, you'll receive:

​

• Fully reconciled and accurate historical books

• Detailed financial reports for all cleanup periods

• Clean chart of accounts

• Organized documentation for tax preparation

• Clear systems and processes for maintaining accurate records

​​

Transition to Success: Our cleanup service saves most clients 5-7 hours per week in administrative time through improved systems and organization. To ensure your books stay accurate moving forward, we offer special pricing on our monthly bookkeeping services when bundled with cleanup. This combination ensures your books not only get clean but stay clean, providing lasting value for your business.

​

Bookkeeping Catch-Up Service:​

Our comprehensive bookkeeping catch-up service transforms months of backlogged transactions into organized, accurate financial records. We begin with a thorough review of your current books, bank statements, credit cards, and available receipts. Our process includes:

​

• Full account reconciliation of all banking and credit accounts

• Detailed expense categorization and vendor cleanup

• Processing and matching all historical transactions

• Identifying and recording missing revenue streams

• Documentation of all fixed assets and liabilities

• Proper categorization of loan payments and transfers

• Setting up streamlined systems for ongoing record-keeping

​

Once caught up, you'll receive a complete financial package including profit & loss statements, balance sheets, and cash flow reports and an analysis of those statements. Our team has helped businesses recover an average of $18,000 in overlooked receivables while identifying $8,500 in missed revenue opportunities. The catch-up process typically takes 2-3 weeks, saving most clients 8-10 hours of back-office work and reducing tax preparation fees by 25%.