Bookkeeping Services

Clean, current books—closed on time, every time—so tax prep and planning run smoothly.

What’s included

Monthly close: bank/credit card/loan reconciliations, review of GL activity.
Journal entries: accruals, deferrals, payroll and owner draws/distributions.
Clean chart & coding: consistent categories and vendor/customer mapping.
Schedules: fixed assets, prepaids, sales tax, AR/AP aging (as applicable).
Reporting: P&L, Balance Sheet, Cash Flow, and a simple month-end summary.

Deliverables you can rely on

Reconciled accounts and a completed close checklist
Tax-ready workpapers and supporting docs
Clear notes on unusual items and next steps

Get started

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Related services

How it works

1

Onboarding & cleanup

Connect banks/cards, review chart of accounts, and clean opening balances if needed.

2

Monthly close

Categorize transactions, reconcile accounts, post journals, and prepare workpapers.

3

Review & handoff

Deliver reports and a short summary; flag issues and action items for next month.

Popular add-ons

Historical cleanup and catch-up work
Sales & use tax filings and notices
Year-end 1099 recipient prep and filing
Light forecasting or budget setup (with Advisory)

FAQs

We work with the leading small-business accounting platforms. We’ll confirm your setup during onboarding and make recommendations if a change would reduce friction.

We can record AP/AR and payroll entries in the books, and coordinate with your payroll provider. For full-service payroll processing, see Payroll Services.

Yes. We often begin with a scoped cleanup/catch-up to get the file current. Then we move into a steady monthly close cadence.

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