Bookkeeping Services for Small Businesses
Services
Bookkeeping Services for Small Businesses
Simple, transparent, and tailored to service-based businesses. Everything you need to keep your books accurate and your finances under control.
Monthly Bookkeeping
Accurate books, every month — without the stress.
We handle your monthly bookkeeping from start to finish. Every transaction is categorized, your accounts are reconciled, and your financial records are kept clean and current. At the end of each month, you'll have organized books ready for review — and ready for your CPA when tax season arrives.
What's included
- Transaction categorization and coding
- Bank and credit card reconciliation
- Monthly financial reports
- QuickBooks Online management
- CPA-ready records year-round
Catch-Up Bookkeeping
Behind on your books? We'll get you caught up.
If your books are months — or even years — behind, we can help. We'll work through your backlog systematically, reconcile your accounts, and get your records up to date. Once we're done, you'll have a clean, accurate history you can rely on.
What's included
- Review and organization of past transactions
- Reconciliation of all accounts
- Correction of miscategorized entries
- Clean financial history from day one
- Seamless transition to monthly bookkeeping
QuickBooks Online Setup
Start with a solid foundation.
Getting QuickBooks set up correctly from the beginning makes everything easier down the road. We'll configure your chart of accounts, connect your bank feeds, and make sure your QuickBooks file is structured to match your business — so your books are accurate from day one.
What's included
- Chart of accounts setup and customization
- Bank and credit card feed connections
- Opening balance entry
- Basic workflow configuration
- Guidance on day-to-day use
Financial Reporting
Understand your numbers at a glance.
Clean books are only valuable if you can understand them. We provide clear monthly financial reports — including your Profit & Loss and Balance Sheet — so you always know where your business stands. No confusing spreadsheets, no guesswork.
What's included
- Monthly Profit & Loss statement
- Balance Sheet
- Cash flow summary
- Plain-English explanation of key figures
- Reports formatted for CPA review
CPA Collaboration Support
Make tax season easier for everyone.
We don't prepare taxes — but we make sure your CPA has everything they need to do their job efficiently. Well-organized, accurate books mean fewer questions, fewer surprises, and a smoother tax season for you and your accountant.
What's included
- Year-end books cleanup and review
- Organized records ready for tax prep
- Direct communication with your CPA if needed
- 1099 preparation support
- Ongoing coordination throughout the year
Pricing
Fixed Monthly Pricing — No Surprises
Every service is priced at a flat monthly rate. No hourly billing, no surprise invoices. You'll always know exactly what you're paying.
Not Sure Which Service You Need?
Schedule a free consultation and we'll figure it out together.