What's included
- Categorizing bank and credit card transactions
- Monthly bank, credit card and loan reconciliations
- Monthly profit and loss statement and balance sheet
- A tidy file at year-end so tax preparation goes faster
Catch-up and cleanup bookkeeping
If you are months (or years) behind, you are not alone. We rebuild the books from bank records and statements, fix miscategorized items and get you current, then keep you there.
Why monthly matters
Books that are only touched at tax time can't help you make decisions. Monthly books show whether you are profitable, where cash is going and whether you can afford the next hire, while there is still time to act on it.
Not sure how long to keep receipts and statements? See our records retention guide.
Common questions
What's the difference between a bookkeeper and an accountant?
A bookkeeper records and organizes daily transactions. An accountant uses those records to prepare reports and tax returns and make sure everything is accurate and compliant. We do both.
Can you work in my existing software?
Usually, yes. Let us know what you use during your consultation.