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.