Services

Practical accounting support for owners who want clean records and clear insight.

Monthly bookkeeping

Ongoing monthly support to keep your finances organized, accurate, and ready for decisions.

  • Bank and credit card reconciliations
  • Expense categorization and vendor review
  • Monthly financial statements (P&L and balance sheet)
  • Sales tax reporting
  • Cash flow clarity and category consistency

Ideal for small businesses, contractors, and self-employed professionals.

QuickBooks cleanup & catch-up

If your books are behind or reports don’t match reality, we’ll fix the foundations and bring things current.

  • Correct mis-categorized transactions
  • Reconcile accounts for missing months
  • Resolve duplicate entries and uncleared items
  • Establish a clean chart of accounts structure

Great before tax time, loan applications, or selling a business.

Payroll support

Reliable payroll workflows that reduce risk and keep your team paid on time.

  • Payroll system setup guidance
  • Pay run coordination and reporting
  • Monthly payroll reconciliation support
  • Year-end preparation of W-2 and 1099 reports

Works well alongside monthly bookkeeping.

Reporting & advisory

Clear reports and conversations that help you understand what the numbers are saying.

  • Monthly performance review call (optional)
  • Budget tracking and variance notes
  • Basic KPI tracking for your business type
  • Cash flow planning support

Best for owners who want insight, not just data.

What working together looks like

A steady, repeatable process so nothing slips through the cracks.

Week 1: Onboarding

Confirm accounts, access, and reporting needs. Agree on categories and monthly close dates.

Each month: Close

Reconciliations, review, and report delivery with notes where something needs attention.

Quarterly: Tune-up

Check categories, discuss trends, and prepare for upcoming tax or planning needs.