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Recording and categorizing transactions
Bank and credit card reconciliations
Receipt and document organization guidance
Monthly review of books
Basic monthly reports
Questions and support related to your books
Best for businesses that want consistent monthly support and cleaner financial records.
Reviewing old transactions
Fixing uncategorized income and expenses
Reconciling bank and credit card accounts
Organizing missing information
Preparing books for ongoing monthly service
Helping get records ready for your accountant
Cleanup work is quoted based on the amount of work required.
Payroll setup support
Regular payroll processing support
Tracking payroll-related amounts
Coordinating records for deductions and remittances
Payroll reporting support
Payroll service depends on the business setup and software being used.
Monthly revenue
Major expense categories
Profit or loss summary
Outstanding items needing attention
Cash flow observations
This is not meant to replace your accountant’s advice. It is meant to help you better understand what is happening in your business each month.
Providing organized reports
Helping gather requested documents
Answering bookkeeping-related questions
Coordinating records needed for tax preparation
Your accountant remains responsible for tax filing, tax advice, and year-end accounting adjustments unless otherwise agreed.