Bookkeeping Services For Small Businesses
Set-Up & Clean-Up of Your Bookkeeping
Need your books set up?
Behind on your bookkeeping?
We can help
We review past transactions, correct errors, and bring your books up to date so you can move forward with confidence
Perfect for:
Businesses that haven't done bookkeeping in months or years
Preparing for tax filing
Fixing inaccurate records
Monthly Bookkeeping Services
Stay on top of your finances with consistent monthly bookkeeping
Services include:
Categorizing income and expenses
Reconciling bank and credit card accounts
Maintaining accurate financial records
Reviewing transactions for accuracy
Organized digital financial records
This ensures your books stay accurate and up to date throughout the year
Financial Reports
Understand the health of your business with clear financial reporting
Reports may include:
Profit & Loss Statements
Balance Sheets
Cash Flow Reports
Custom financial summaries
These reports help you make smarter business decisions and prepare for tax season
Our Processes
1. Initial Consultation
We begin with a conversation to understand your business, bookkeeping needs, and current financial setup
2. Setup & Review
We review your current books and accounting systems to ensure everything is set up properly
If needed, we clean up existing records and organize your accounts
3. Ongoing Bookkeeping
Each month we categorize transactions, reconcile accounts, and maintain accurate records
4. Reporting & Communication
You receive regular financial reports and can reach out anytime with questions about your numbers
How far behind can my books be?
We work with businesses a few months to several years behind
How long does cleanup take?
Most cleanups take 1–3 weeks depending on complexity and volume
Do you only use QuickBooks and Xero?
We primarily use QuickBooks Online and Xero software programs but can work with other systems as needed
Do you offer ongoing bookkeeping?
Yes. Many clients continue with monthly bookkeeping after set up or cleanup services
