What You Can Expect

Ongoing Monthly Bookkeeping

  • Categorizing income and expenses in a consistent way

  • Reconciling accounts to your actual bank and card statements

  • Keeping your chart of accounts organized so reports stay readable

  • Closing out each month so past issues don’t pile up

Catch-Up & Clean-Up

  • Months (or years) of uncategorized or incomplete transactions

  • Duplicates, errors, and misclassifications that skew your numbers

  • Unreconciled accounts that don’t match your bank or card statements

  • Disorganized categories that make reports hard to read

Reporting & Owner Support

  • Straightforward monthly reports (profit and loss, basic snapshot of where you stand)

  • A simple view of what came in, what went out, and how that’s changing over time

  • Notes or explanations when something noticeable shifts