For small businesses

Accurate books.
Clearer business decisions.

Reliable monthly bookkeeping and cleanup work, with careful attention to errors, missing items, and unusual changes in the numbers. Add business performance reviews to understand your reports, identify spending concerns, and create practical plans for improvement.

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Bookkeeping services

Focused bookkeeping work, clearly defined and tailored to your business's needs.

Monthly bookkeeping

Record and categorize transactions and maintain organized accounts.

Reconciliations

Match bank and credit-card activity to the books and investigate differences.

Catch-up & cleanup

Bring neglected records up to date and fix identified inconsistencies.

Financial reporting

Prepare profit-and-loss and balance-sheet reports based on the records.

Issue spotting

Flag unusual transactions and month-to-month changes that warrant review.

Year-end organization

Help organize accurate records for your tax professional.

Experience with service businesses, including home care, cleaning, trades and other small businesses.

Pricing is quoted based on transaction volume, accounts, complexity and cleanup needs. Business performance reviews can be added to your bookkeeping package or offered separately.

Go further with your reports

Add a monthly business performance review.

Discuss what your numbers mean, examine spending concerns, and agree on practical priorities for improvement.

Explore business performance reviews →

Clarity, planning, and follow-through

  • Understand income, expenses, and cash flow
  • Investigate unusual costs and recurring spending
  • Discuss budgets and business goals
  • Create an action plan and revisit progress