We offer bookkeeping services on a schedule that fits your business size, activity level, and reporting needs.
Best for active businesses that need consistent financial visibility.
Includes:
Monthly transaction categorization
Bank and credit card reconciliations
Monthly profit & loss and balance sheet
Ongoing accuracy checks and adjustments
Clean, tax-ready financial records year-round
Ideal for: Businesses with regular transactions, payroll, or ongoing expenses.
Designed for businesses with moderate activity or seasonal income.
Includes:
Quarterly transaction review and categorization
Reconciliations for all linked accounts
Quarterly financial statements
Catch-up for missed or delayed entries
Ideal for: Small businesses that don’t require monthly reporting but still need structured records.
A maintenance option for low-transaction businesses.
Includes:
Semi-annual review and reconciliation
Categorization of transactions for the period
Financial statements prepared twice per year
Preparation for tax filing and planning
Ideal for: Businesses with limited activity or simplified operations.
Focused on year-end organization and tax readiness.
Includes:
Full-year transaction categorization
Account reconciliations
Year-end financial statements
Cleanup and organization for tax preparation
Ideal for: Businesses needing books prepared primarily for tax filing or compliance.
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