Services

For small business owners who want their finances handled every month without thinking about it.

Each month I’ll reconcile your accounts, categorize your transactions, and deliver clean reports — and then we’ll go through them together. Because getting a report you don’t fully understand isn’t actually helpful. I want you to walk away from every month knowing exactly where your business stands and what your numbers mean.

What’s included:

•    Monthly bank and credit card reconciliation

•    Transaction categorizing and coding

•    Monthly financial reports

•    Monthly report review call — we’ll walk through your numbers together so you know exactly what they mean

•    Communication with your CPA as needed

•    Ongoing support and questions throughout the month

For small business owners who have fallen behind and need to get current.

Life gets busy and sometimes the books get pushed aside. If you’re a few months — or even a year — behind, I’ll work through your transactions and get everything current and accurate. Once we’re caught up we can move into monthly bookkeeping so it never piles up again.

What’s included:

•    Review and reconciliation of past months

•    Transaction categorizing and cleanup

•    Organized records ready for your CPA

•    A clear picture of where your business stands

For small business owners whose books need more than just catching up.

Sometimes books aren’t just behind — they’re disorganized, miscategorized, or just a mess from the start. If you’ve inherited a problem or things were never set up correctly, I’ll dig in, sort it out, and build you a clean foundation to move forward from.

What’s included:

•    Full review of existing books

•    Correction of miscategorized transactions

•    Account reconciliation from the ground up

•    Clean, accurate records ready for tax time or ongoing bookkeeping