Bookkeeping

• Monthly transaction categorization and bookkeeping
• Bank and credit card reconciliations
• Monthly financial statements: P&L and balance sheet
• Custom reports built around what you need to track
• Cleanup of prior-period books that have fallen behind
• Books kept on a schedule that keeps your tax filings on time

Small and mid-sized businesses that want accurate, up-to-date books without hiring an in-house bookkeeper, and business owners who want their books and tax filings handled by the same team.

We set up a monthly rhythm. Transactions are categorized and reconciled, statements are prepared, and we build custom reports so you get a clear picture of where the business stands. When it's time to file, your books are already ready.