Transaction Categorization
Organized transactions and consistent expense categories for reliable financial records.
BOOKKEEPING
Bookkeeping Services for Small Businesses
Keep your books current, organized, and aligned with your business, so you can understand your finances, plan ahead, and make confident business decisions.
THE PROBLEM
Your books should grow with your business.
Maybe your books have fallen behind. Maybe transactions are inconsistent, or your chart of accounts no longer reflects how your business operates.
As your business grows, the way you track income and expenses may need to change, too.
When your books aren't current or structured to capture the right detail, financial reports can miss the insights you need to understand profitability, manage cash flow, and make confident decisions.
WHAT WE DO
Monthly bookkeeping that stays current.
We manage your day-to-day bookkeeping, keep your accounts reconciled, and prepare your financial records for reporting and tax preparation. You spend less time chasing paperwork and more time running your business.
CAPABILITIES
What we handle
Bank Reconciliation
Bank and credit card accounts checked against your books to identify discrepancies.
Bill Payment Workflows
Guidance on streamlining bill approvals, payment workflows and spending tools.
Expense Automation
Receipt capture and streamlined expense documentation to reduce manual work.
Payroll Coordination
Payroll activity recorded accurately in your books, with guidance on selecting a payroll provider when needed.
Monthly Financial Reports
Current financial statements that show how your business is performing.
DELIVERABLES
What you receive
Reconciled Books
Transactions categorized and accounts reconciled on an agreed schedule.
Financial Statements & Insights Lite Reporting
Profit and loss statement and balance sheet to understand your financial position.
Tax-Ready Records
Organized financial records to support your tax preparer and year-end reporting.
FAQ
Common questions
Can you catch up bookkeeping that's behind?
Yes. Book cleanup can help bring your records up to date before moving into ongoing monthly bookkeeping.
Do you work in QuickBooks Online or Xero?
Yes. We specialize in QuickBooks Online and Xero and can help determine which platform fits your business.
Do you handle payroll?
We can support payroll accounting and integration with your books. The specific payroll services available depend on your needs and the tools you use.
Can you help manage bills and expenses?
We can help streamline bill and expense workflows, so your spending activity is better organized and easier to account for.
Will I receive financial reports every month?
Monthly financial reporting is part of our bookkeeping process, with timing and deliverables agreed upon for your engagement.
What if I need more than bookkeeping?
As your business grows, you may benefit from additional financial reporting, budgeting, forecasting, or CFO advisory services. We can help you determine what level of support makes sense.
Ready for books you can trust?
Tell us about your bookkeeping needs. We will recommend the right service level and get your financial records in order.