Whether your books need a monthly hand on the wheel, a rebuild from missing months, or a correction of existing errors, this is what that work looks like.
Your books, maintained every month so nothing piles up.
Every transaction pulled from your bank and credit card feeds, categorized correctly and consistently.
Bank and credit card accounts reconciled monthly so your books match reality, to the penny.
A profit & loss statement and balance sheet delivered every month, in language you can actually use.
For books that simply haven't been kept — a few months behind, or a few years.
We review what records exist — bank statements, receipts, whatever's on hand — and map out how far behind things are.
Every missing transaction entered and categorized from your statements, month by month, until you're current.
Once caught up, your books move smoothly into ongoing monthly bookkeeping — no gap, no repeat backlog.
For books that exist and are up to date, but aren't quite right — miscategorized transactions, unreconciled accounts, duplicate entries.
We audit your existing books line by line to find what's been miscategorized, duplicated, or entered incorrectly.
Transactions recategorized, accounts reconciled, and errors fixed at the source — not just patched over.
A final review to confirm your financials are accurate before you file taxes or make decisions off them.
Chart of accounts built for your business, bank feeds connected, and everything organized from day one.
Payroll entries recorded accurately and reconciled against your books each pay period.
Clean, reconciled books packaged and ready to send straight to your CPA or tax preparer.
Tell us where your books stand today and we'll recommend where to start.
Get a Free Quote Today