Bookkeeping Overview

What We Cover

Bookkeeping Services

Our monthly bookkeeping service provides you with regular, up-to-date financial insights to help you make informed decisions about your business.

Comprehensive Financial Record Keeping

Bank and Credit Card Reconciliation

Chart of Accounts Setup and Maintenance

Financial Reporting

Financial Analysis and Insights

Cabinet of organized different colored yarns

Comprehensive Financial Record Keeping

  • We diligently track every financial transaction, from sales to expenses, to give you real-time insights.
  • Our goal is to keep your financial records organized and easily accessible, following industry-standard accounting principles.
Close up of Lincoln's eyes on the five dollar bill

Bank and Credit Card Reconciliation

  • We regularly reconcile your bank statements and credit card transactions,
    making sure everything adds up correctly.
  • If we spot any discrepancies or errors, we handle them promptly.
Close up of woman's reflection on computer screen full of financial information

Chart of Accounts Setup and Maintenance

  • We customize your chart of accounts to fit your unique business needs and keep it updated as your business grows and evolves.
  • Our friendly team is always available to answer any questions you may have about your chart of accounts, ensuring you feel confident and informed.

Financial Reporting

  • Our detailed financial statements, including balance sheets and income statements, provide valuable insights into your business’s financial health.
  • We don’t just crunch numbers; we provide personalized financial reporting such as cash flow statements and partnership balance sheets, translating what they mean for tax planning, cash flow or debt reduction.
Magenta paperclips in a circle on a blue background

Financial Analysis and Insights

  • Setting up KPIs and analyzing trends for your business will identify areas of concern and opportunities for growth.

  • If you need industry benchmarking or need to know if a transaction will pencil out, we will do the research or create models that align with your industry.