Bookkeeping
Ongoing bookkeeping support — transaction categorization, reconciliation, and financial reporting — so your books are accurate, current, and ready whenever you need them.
How it fits together
From income to retained cash
A simplified view of how income moves through a business — illustrative example, not tax advice or a calculation of your specific numbers.
Who this is for
Is this service right for you?
- Business owners who want their books handled by a professional
- Corporations preparing for year-end without a backlog
- Businesses that have fallen behind and need catch-up or cleanup work
- Anyone using or considering cloud accounting software
What's included
Here's what we handle
- Monthly transaction categorization
- Bank and credit card reconciliation
- Accounts receivable and accounts payable tracking
- Month-end close procedures
- Regular financial reporting (income statement, balance sheet)
- Catch-up and cleanup bookkeeping for backlogged records
Process
How we work together
- 01
Onboarding
We review your current records, bank feeds, and software setup (or help you choose one).
- 02
Monthly categorization
Transactions are categorized and reconciled against your bank and credit card statements on a regular cycle.
- 03
Month-end close
Accounts are reviewed and closed each month so your reports stay reliable.
- 04
Reporting
You receive clear financial reports and can ask questions about what they mean for your business.
Getting started
Documents you'll likely need
What We Need From You
- Bank and credit card statements or read-only access
- Receipts for significant purchases
- Loan and lease documents
- Prior bookkeeping file, if switching providers
A note on document sharing
Special situations
We also help with
- Catch-up bookkeeping for one or more prior years
- Cleanup of books with miscategorized or missing transactions
- Migration between accounting software platforms
Pricing
Plans built around your needs
Final pricing depends on your specific situation — figures below are placeholders until confirmed.
Starter
Low transaction volume, single bank account.
[REAL_PRICING]
- Monthly categorization
- Bank reconciliation
- Basic monthly report
Growing Business
Multiple accounts and moderate transaction volume.
[REAL_PRICING]
- Everything in Starter
- AR/AP tracking
- Month-end close
- Quarterly review call
Custom
Higher volume or multi-entity bookkeeping.
[REAL_PRICING]
- Tailored scope
- Dedicated bookkeeper
- Priority turnaround
FAQ
Common questions
We work within the cloud accounting ecosystem, including QuickBooks Online where it's the right fit for your business. If you're not yet using software, we can help you get set up.
Yes. Catch-up and cleanup bookkeeping is a common starting point for new clients. We'll assess how far behind things are and give you a clear plan to get current.
Reporting cadence depends on your plan — monthly at a minimum, with more frequent check-ins available for businesses that want closer visibility into cash flow.
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Ready to get started with Bookkeeping?
Book a consultation and we'll walk through exactly what your situation needs.