Bookkeeping System Setup
We create or customize your bookkeeping system using industry-standard software, ensuring your chart of accounts, categories, and workflows perfectly match your business needs.Account & App Integration
We connect your bank accounts, payment processors, and business tools so your financial data flows smoothly and automatically.Income & Expense Organization
We help you structure your financial activity for accurate reporting and easier tax preparation.Customized Recommendations
Every business is unique. We provide tailored guidance to set you up for success, whether you're launching your first side gig or growing an established small business.Guided Onboarding & Training
We walk you through your new system so you feel confident managing your day-to-day finances—or we can fully manage it for you.
Historical Bookkeeping Cleanup
We review and organize past months—or years—of financial records to ensure everything is accurate, complete, and up to date.Account Reconciliation
We reconcile bank accounts, credit cards, and payment platforms to eliminate discrepancies and restore confidence in your numbers.Transaction Categorization
Income, expenses, and transfers are reviewed and properly categorized for accurate reporting and tax readiness.Error Detection & Correction
We identify duplicates, missing entries, and misclassifications, then fix the issues so your books reflect your real financial picture.Compliance & Reporting Alignment
We ensure your financials are aligned with bookkeeping best practices and ready for tax filing or lender requirements.
Monthly Transaction Management
We record, categorize, and review all income and expenses to keep your financial data accurate and up to date.Account Reconciliation
Bank, credit card, and payment platform accounts are reconciled each month to maintain clean, reliable records.Financial Statements
You’ll receive clear, easy-to-understand monthly reports—including profit & loss, balance sheet, and cash flow—so you always know where your business stands.Ongoing Review & Insights
We monitor trends, identify potential issues, and provide actionable observations to help you make informed financial decisions.Dedicated Support
Have questions? Need clarity? We’re available each month to ensure you feel confident and supported in managing your business finances.
