Bookkeeping is the difference between guessing at your margins and knowing them — whether you can afford a hire, whether a product line is carrying its weight, whether the slow month was a blip or a pattern.
What's included
- Monthly reconciliation — every bank and credit card account matched to your records, so the numbers reflect reality
- Transaction categorization — consistent chart of accounts, applied the same way every month
- Financial statements — profit and loss, balance sheet, and cash flow, delivered on a schedule you can count on
- QuickBooks Online setup & cleanup — a fresh file done right, or an existing one untangled
- Church & nonprofit fund accounting — designated and restricted funds tracked to purpose, with board-ready statements
- Year-end close — books finalized and tax-ready, handed straight to your return
Who this is for
Small business owners with roughly twenty employees or fewer — sole proprietors, LLCs, S-Corps and C-Corps. Restaurants and food trucks, funeral homes, chiropractic and dental practices, retail and specialty shops, agencies and software startups, churches and small nonprofits.
If you are behind, that is a normal place to start, not something to apologize for. Everything moves through our secure client portal rather than email, and bookkeeping pairs naturally with tax preparation and tax planning — both get faster and cheaper when the books are already clean.
