Clean books and accurate reports that keep your business on track — reconciled every month, so you always know where you actually stand.
Accounting & Bookkeeping is our core monthly service for business owners who want to actually trust the numbers they’re looking at. We reconcile every account, categorize every transaction, and deliver financial statements you can make decisions from — not just file away.
This service is built for owners who are done guessing at their profitability and ready for books that are accurate, current, and reviewed twice before they ever reach you.
Every account reconciled monthly, so your numbers are always current.
Clear P&L, balance sheet, and cash flow reports delivered every month.
Real-time dashboards through QuickBooks Online, Xero, or your platform of choice.
Bills tracked and invoices followed up on, so nothing falls through the cracks.
A second bookkeeper reviews your books before they're finalized each month.
Books stay filing-ready year-round, not scrambled together every April.
"I don't actually know if my business is profitable right now."
Monthly financial statements give you a current, accurate answer instead of a year-end guess.
"My books are a mess and I don't know where to start."
We run a cleanup engagement to reconcile historical records before moving you to ongoing monthly service.
"I'm spending hours a month just trying to keep up."
We take reconciliation, categorization, and reporting off your plate entirely.
We review your current books and how you're tracking things today.
We connect your accounts and reconcile any outstanding history.
Your books are reconciled and reports delivered every month, on schedule.
Your advisor stays available for questions and adjustments year-round.
of accounts reconciled every month
reviewed — every close checked by a second bookkeeper
average response time to client questions
We're integrated with QuickBooks Online, Xero, and most major banking and payment platforms. If you're on something else, we'll assess it during onboarding.
Yes — this is one of the most common reasons clients come to us. A cleanup engagement gets you current before ongoing monthly service starts.
Pricing is fixed and depends on transaction volume and complexity. You'll get an exact quote during your free consultation.
Yes — most clients bundle bookkeeping with payroll and tax planning so everything stays connected. Your advisor can map out the right combination.