Services

Ongoing Monthly Bookkeeping

Clean, organized books with reliable monthly reporting.

Consistent monthly bookkeeping keeps your records organized, reconciled, and ready for reporting and tax preparation.

This typically includes:

• Monthly reconciliation of bank and credit card accounts
• Transaction categorization and review
• Ongoing maintenance of your accounting records
• Financial reports that help you understand business performance

Most clients invest between $500–$750 per month for ongoing bookkeeping services, depending on transaction volume, number of accounts, and complexity.
Services typically start around $350 per month for very small businesses.

Catch-Up & Clean-Up Bookkeeping

Bringing structure and order to disorganized books.

If your bookkeeping has fallen behind or your records contain errors, I can review past transactions, correct classifications, and rebuild the structure of your books so your financial data becomes reliable again.

This service is often helpful when:

• bookkeeping has not been maintained consistently
• accounts are not reconciled
• financial reports don’t match bank balances
• financial records need to be organized before ongoing bookkeeping begins

Once books are brought current and organized, many clients transition to ongoing monthly bookkeeping.

Reporting & Financial Clarity

Clear visibility into performance, cash flow, and trends.

Accurate bookkeeping turns your financial reports into a valuable decision-making tool. I help ensure your reports are structured, understandable, and useful for evaluating business performance.

This may include:

• reviewing and improving account structure
• ensuring reports accurately reflect business activity
• helping interpret financial results and trends

Advisory & Strategic Support

Turning financial data into informed business decisions.

For clients who want deeper insight into their financial data, advisory support helps translate accounting information into practical business guidance.

This may include:

• reviewing financial reports together
• identifying trends and potential issues
• discussing financial questions as your business evolves