Monthly Bookkeeping
We provide routine bookkeeping for businesses throughout the year. Most businesses prefer to have bookkeeping done on a monthly basis but we can also complete this on a weekly, quarterly, or annual basis.
We know that every business has unique needs and that's why we work specifically with YOU to create a plan that best fits your your business.
Here is a list of common services we perform for our clients:
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Categorizing all transactions for financial accounts
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Reconciling all transactions to match bank statements and credit cards
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Sending financial reports to the business owner to monitor business performance and make decisions for growth
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Sales Tax reporting and payments (optional add-on service)
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Payroll (optional add-on service)
*For each of our routine bookkeeping clients we agree on a fixed price based off of the amount of transactions for the business and how complex the transactions are.
Accounting Clean-ups
Whether you're months or years behind, we organize your financial data quickly so you're ready for tax season, a loan application, or just peace of mind.
We help you:
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Catch up on past transactions
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Reconcile accounts
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Generate accurate financial reports
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No judgment—just clean, reliable books and a fresh start.