Small Business Bookkeeping Services
Clear, accurate financial tracking for entrepreneurs and small teams.
Service Breakdown
Accurate monthly reconciliations, expense categorization, and clean financial records delivered on time. Every monthly bookkeeping client receives a custom receipt/paperwork submission app. Say goodbye to your shoebox full of receipts!
Assistance with payroll setup, employee payments, and maintaining compliant payroll records.
Timely invoicing, tracking customer payments and customer delinquency reports.
Organized, tax-ready books and direct submission of year-end reports to your accountant.
Clear, easy-to-understand reports that show where your money is going and how your business is performing.
How It Works
A simple, streamlined workflow designed to keep your books accurate and stress-free.
Step 1: Consultation
We meet to discuss your business, your needs, and the systems you're currently using.
Step 2: Proposal
You receive our proposal, upon acceptance we will onboard you as a client.
Step 3: Tech Stack
We will either tweak or migrate your books to properly steamline your tech stack.
Step 4: Clean Up
We may recommend a one-time clean up service depending on the state of your books.
Step 5: Monthly Maintenance
We complete all monthly tasks as outlined in our proposal.
Step 6: Reporting
You receive clear monthly summaries that help you understand your financial position at a glance.
Testimonials
“Incredibly organized, clear, and reliable. My books have never looked better.”
— Susan“Submitting receipts has never been easier.”
— Roland