Monthly Bookkeeping

We categorize and reconcile every transaction. Your finances move from tangled chaos to a pristine, clear-water environment.

Receive essential reports—your Profit & Loss and Balance Sheet—every month. These are the bright, beautiful blooms that show your business's true health and potential.

We handle the necessary details, from managing your accounting software to year-end organization, ensuring a seamless, low-stress process so you can focus on your vision.

Cleanup Bookkeeping Services

We dive deep into historical records to correct past errors and address months or years of uncategorized transactions.

We perform a complete reconciliation and overhaul of your bank, credit card, and existing accounting files (QuickBooks) to create a single source of truth.

You receive accurate, finalized reports for the backlog period (P&L, Balance Sheet), giving you a true starting point for future decisions. And a seamless transition to monthly bookkeeping.

Quickbooks Training and Setup

We configure QuickBooks (Online or Desktop) with a Chart of Accounts tailored precisely to your business, not a generic template.

We securely link your bank, credit card, and payroll accounts, automating data flow and reducing manual effort.

We provide one-on-one sessions, walking you through how to properly categorize transactions, generate key reports, and use the system efficiently.