Books Setup
Best for new businesses and anyone moving to a new accounting system.
What is included
- Chart of accounts built around your business and industry
- Bank and credit card connections and opening balances
- Customer, vendor and class or location setup
- Payroll setup support and a written monthly routine
- Client onboarding and a clean handover to monthly bookkeeping
What you get
A tidy, ready-to-use set of books and a simple process for keeping them current.
Ask about thisBooks Clean-Up
Best for books that are cluttered, inconsistent or not trusted.
What is included
- Review of the general ledger and expense accounts
- Correction of misposted and duplicate transactions
- Reclassification of expenses to the right accounts
- Reconciliation of bank, credit card and other balance sheet accounts
- Review of profit and loss and balance sheet for reasonableness
What you get
Books you can rely on, with a short summary of what was found and fixed.
Ask about thisCatch-Up Bookkeeping
Best for businesses that have fallen months behind.
What is included
- Working through the backlog one month at a time
- Entering and categorizing transactions from bank and card statements
- Reconciliation of every account for every period
- Payroll and accrual entries where needed
- Month-end reports as each period is completed
What you get
Fully reconciled books, current to the latest closed month, ready to move onto monthly support.
Ask about thisMonthly Bookkeeping
Best for owners who want reliable books without doing them.
What is included
- Accounts payable and accounts receivable support
- Bank and credit card reconciliations
- Payroll processing and reconciliation
- Month-end and year-end close with adjusting and closing entries
- Profit and loss and balance sheet review before delivery
- Reports tailored to the way you read your numbers
What you get
Current books every month, a second-reviewed set of reports and one team that knows your business.
Ask about thisEveryday Accounting Work
These tasks sit inside the packages above, or can be taken on their own.
Accounts payable
Verifying vendor invoices and recording them against the correct accounts, customers and classes.
Accounts receivable
Recording customer invoices and payments so you can see who owes what.
Bank and credit card reconciliation
Matching your books to statements every month and following up on differences promptly.
Payroll processing and reconciliation
Payroll runs and journal entries, reconciled so wages and liabilities are accurate.
Month-end and year-end close
Adjusting and closing entries and accruals, so your financial statements are ready on time.
Financial statement review
Reviewing profit and loss and balance sheet reports for errors before they reach you.
Expense review and reclassification
Scrutinizing expense accounts, finding misclassified items and correcting them.
Budgets and expense tracking
Monthly budget sheets, including grant budgets, and organized expense reporting.
Sales and POS reconciliation
Checking sales data against point-of-sale systems by product or location.
Excel workflow automation
Using VLOOKUP, pivot tables and structured checks to remove repetitive manual work.
QuickBooks support
Day-to-day work in QuickBooks Online and Desktop, from a QuickBooks ProAdvisor certified accountant.
Client onboarding and transition
System setup and a smooth handover from your previous bookkeeper or process.
Platforms We Work In
We work in the software you already use.
About pricing. We do not publish fixed prices because the right fee depends on transaction volume, the number of accounts, the state of your books and the reports you need. Send us a few details and we will give you a clear quote.
Ready to get your books in order?
Tell us about your business and where your books stand today. We reply within one business day.