Bookkeeping services

Ongoing bookkeeping plus the detail work that keeps your books audit-ready.

Choose your cadence

Monthly, quarterly, or annual — matched to how your business runs

Monthly bookkeeping

Ongoing categorization, reconciliation, and reporting on a steady monthly cycle. Best for businesses with regular transaction volume that want an up-to-date financial picture at all times.

Quarterly bookkeeping

Ideal for smaller volume businesses that still need reliable, tax-ready books without a monthly commitment.

Annual cleanup and filing prep

Year-end reconciliation and organized books handed off ready for your CPA, so tax season starts with clean numbers instead of a scramble.

Specialized reconciliation work

The detail work that most bookkeepers skip

A/R to bank matching

Matching received A/R payments precisely to bank deposits, line by line, so your receivables and your bank account always tell the same story.

Undeposited funds cleanup

Reconciling undeposited funds back to A/R so nothing sits unresolved in that catch-all account.

Uncategorized expenses

Digging through the mystery transactions and getting everything coded to the right account, so nothing sits in limbo at tax time.

Not sure which plan fits?

Let's talk through your books and figure out the right cadence together