Bookkeeping & Accounting for Small Business

From day-to-day transaction management to full financial reporting — we handle every layer so you can focus on growth.

Monthly Bookkeeping

Consistent, accurate bookkeeping every month. We maintain your records so you always have a clear picture of your business's financial health — and never scramble at tax time.

What's included

  • Transaction categorization and coding
  • Monthly bank and credit card reconciliation
  • Monthly profit & loss statement
  • Balance sheet and cash flow reports
  • Year-end financials ready for your CPA
Get Started
1
Connect Your Accounts

Secure read-only access to your bank and card accounts via your accounting software.

2
Monthly Review & Coding

We review every transaction, categorize accurately, and flag anything that needs your input.

3
Reconcile & Verify

All accounts reconciled against bank statements. Every dollar accounted for.

4
Deliver Clean Reports

Your monthly financials delivered on time, every time. No chasing, no guessing.

Payroll Processing

Timely, accurate payroll for your team — whether you have 2 employees or 20. We handle the math, filings, and compliance so you never miss a deadline.

What's included

  • Weekly, bi-weekly, or monthly payroll runs
  • Payroll tax withholding and remittance
  • W-2 and 1099 preparation
  • Quarterly 941 and state filings
  • Direct deposit setup and management
Get Started
Payroll By the Numbers
$0
Penalties for on-time filings
100%
On-time delivery rate
✓ CPB-certified payroll compliance knowledge — not just software

Financial Reporting

Know where your business stands at any point in the month. We produce clear, readable financial reports — not just raw data — so you can make informed decisions about your business.

Reports we produce

  • Profit & Loss (Income Statement)
  • Balance Sheet
  • Cash Flow Statement
  • Accounts Receivable / Payable aging reports
  • Year-over-year comparison reports
Get Started
Sample P&L Summary
Total Revenue$48,200
Cost of Goods Sold($18,400)
Gross Profit$29,800
Operating Expenses($11,200)
Net Income$18,600

Bank Reconciliation

Bank reconciliation is the backbone of accurate books. Every month, we match your accounting records against your actual bank statements — line by line — to ensure nothing is missed, duplicated, or misfiled.

Why it matters

  • Catches errors before they become tax problems
  • Detects unauthorized or duplicate transactions
  • Ensures financial reports match reality
  • Required for audit-ready financials
  • All accounts: checking, savings, credit cards
Get Started
Reconciliation Checklist
Checking account reconciled
Credit cards reconciled
Discrepancies flagged & resolved
Reconciliation report delivered

QuickBooks Support

Whether you need help setting up QuickBooks from scratch, cleaning up years of messy data, or just want someone to manage it for you — we've got you covered. CPB certification includes verified QuickBooks proficiency.

What we help with

  • New company file setup and chart of accounts
  • Historical data cleanup and catch-up
  • QuickBooks Online and Desktop
  • Ongoing full-service management
  • Owner training and Q&A sessions
Get Started
Common Issues We Fix
Duplicate transactions everywhere
We audit, identify, and remove duplicates without breaking your history.
Everything in "Uncategorized"
We sort and recode every transaction to the correct account.
Books haven't been touched in 6+ months
Catch-up bookkeeping is our specialty — we'll get current fast.

Not Sure What You Need?

Start with a free 30-minute consultation. We'll review your current situation and tell you exactly what would help.