Accounting & Bookkeeping
Organized books mean better decisions
We help small business owners set up, clean up, and maintain accurate financial records so you can run your business with clarity, not confusion. Whether you’ve got a shoebox of receipts or no system at all—we meet you where you are and build from there.
Assess your current bookkeeping system (or lack of one): Whether you’re using QuickBooks, Excel, or handwritten logs—or nothing at all—we’ll evaluate what you have and determine what needs fixing or building from scratch.
Organize and categorize all past transactions: We go back through your bank statements, receipts, and payment platforms to make sure every dollar is correctly categorized for taxes, reporting, and clarity.
Reconcile accounts to match reality: We compare your records to actual bank and credit card statements to catch any missed, duplicate, or incorrect entries—so your numbers reflect reality.
Correct prior errors and close out incomplete periods: If previous books were left hanging or contain mistakes, we clean them up and close each period with full documentation and transparency.
Build a System That Works for You
Once your books are clean, we build a system that fits your business, budget, and comfort level.
Set up or optimize bookkeeping software: We get you set up in a platform like QuickBooks or Wave and customize it for your industry—so tracking income and expenses becomes second nature.
Create custom expense categories: We design a chart of accounts that reflects how your business actually operates—whether that’s inventory, employee tips, fuel, or vendor payments.
Implement simple processes for capturing receipts and invoices: We’ll show you how to use apps or systems to log expenses in real time, so you’re not scrambling at tax time or dealing with missing documentation.
Provide hands-on training and ongoing support: Whether you or a team member will be maintaining the books, we’ll train you on how to keep everything up to date and answer any questions that come up.
Maintain & Review Regularly
Your books shouldn’t just sit there—they should help you make smarter decisions every month.
Handle monthly reconciliations and reporting: We close your books monthly, reconciling accounts and delivering clear, simple reports so you always know how your business is performing.
Track cash flow and spot financial trends: Our reports help you understand where your money is coming from and where it’s going—so you can spot issues early and plan with confidence.
Work alongside your tax preparer: Clean books make tax season easy. We coordinate with your CPA or tax professional so they have everything they need—on time and audit-ready.
Offer strategic reviews to guide business decisions: Each quarter, we’ll help you interpret your financials and identify opportunities to cut costs, increase margins, or prepare for upcoming expenses.