Accounting & Bookkeeping
Organized records and numbers you can actually read.
Bookkeeping is the picture of how your business is really doing. We keep the records current and organized, reconcile the accounts, and walk you through the reports so the numbers are useful all year.
What's Included
Financial visibility all year, not just in filing season.
Bookkeeping
- Monthly transaction categorization
- Bank and account reconciliation
- Clean-up of prior periods
- Consistent month-to-month records
Financial Reporting
- Profit and loss review
- Cash flow visibility
- Period-over-period comparisons
- Organized financial reports for your records and business needs
Record Organization
- Chart of accounts organized
- Receipt and document organization
- Separate organization and classification of personal and business transactions
- Accounting software organization
Reading Your Numbers
- Explanation of your profit and loss report
- Explanation of key figures
- Guidance for keeping your records organized
- Records kept ready for filing season
Let's get your records current.
Whether you need ongoing monthly bookkeeping or clean-up of prior periods, we can start from wherever your records are today.

