Routine Bookkeeping Services

Our routine bookkeeping services provide reliable, ongoing support to keep your financial records accurate, organized, and tax-ready. We manage the day-to-day bookkeeping so you can focus on running your business with confidence.

Each engagement is customized based on transaction volume, reporting needs, and level of involvement. Most clients choose monthly bookkeeping services, with flexible options available as their business evolves.

Routine bookkeeping services may include:

• Transaction categorization and review
• Bank and credit card reconciliations
• Accounts payable and receivable support
• Monthly financial statements
• Clear, timely financial reporting

Routine bookkeeping is billed as a flat monthly fee, based on the scope and complexity of your business.

Cleanup & Catch-Up

Our cleanup and catch-up bookkeeping services help businesses get their books up to date and tax-ready. If your records are behind, incomplete, or inconsistent, we organize and correct past transactions so your financials accurately reflect your business.

We review historical activity, reconcile all accounts, and prepare clear financial statements you can rely on for tax filing, reporting, or decision-making.

Cleanup and catch-up services may include:

• Rebuilding months or years of bookkeeping
• Organizing bank and credit card statements
• Correcting transaction categorization
• Reconciling accounts
• Preparing tax-ready financial statements

Cleanup and catch-up bookkeeping is billed as a one-time flat fee, based on the scope and complexity of the work.

Ongoing Support

Our ongoing bookkeeping support services are ideal for business owners who manage their own books but want expert guidance along the way. If questions come up or you need help troubleshooting, reviewing your work, or understanding best practices, we’re here to support you as needed.

This flexible support allows you to stay hands-on while having access to professional bookkeeping expertise when it matters most.

Ongoing support and advisory services are billed at our hourly rate. Please contact us for current pricing and availability.

Setup

Our bookkeeping and QuickBooks setup services help new or transitioning businesses start with a clean, organized accounting foundation. We configure your system to support accurate tracking, clear reporting, and long-term consistency.

Each setup is tailored to your business structure, workflows, and reporting needs to ensure your books are organized correctly from day one.

Setup services may include:

• QuickBooks Online account setup and configuration
• Customized chart of accounts
• Bank and credit card connections
• Workflow guidance and best practices
• Optional training and review

Bookkeeping and QuickBooks setup services are billed as a one-time flat fee, based on the scope and complexity of the work.