Our Services

Every engagement scoped to your business.

Start with monthly bookkeeping and add services when the work calls for it. Or come to us for a one-time project like books cleanup or audit preparation.

The Foundation

Monthly Bookkeeping

The monthly work that keeps your business recorded, reconciled, and ready for year-end. Transaction recording, account reconciliation, month-end close, and standard financial statements delivered monthly. Included for every full-service client.

Inquire About Transaction Recording & Categorization · Chart of Accounts Setup · Bank & Credit Card Reconciliation · Month-End Close · Standard Financial Statements · Year-End Handoff to Your CPA
Sample Client
Monthly
Income
Revenue$84,500
Expenses
Cost of Goods$32,100
Payroll$18,400
Overhead$10,700
Total$61,200
Net Profit$23,300
Illustrative · sample data for demonstration only
Add-On

Financial Reporting & Analysis

Additional reporting added on a monthly or quarterly basis. Typical engagements cover P&L narratives, cash flow projections, budget reviews, and expense analysis. Scoped per engagement.

Inquire About P&L Review with Narrative · Cash Flow Summary & Forecasting · Budgeting, Forecasting & Variance Analysis · Expense Analysis & Optimization
P&L Review
Monthly
Performance
Revenue$84,500
Net Margin28%
vs. Last Month↑ 12%
Commentary
Revenue growth driven by Q2 catering contracts. Watch food costs next month as raw material prices trend up.
Illustrative · sample data
Add-On

Accounts Management

Ongoing accounts work added on a monthly basis. Typical engagements cover A/R invoicing and collections, A/P management, sales and use tax filing, and vendor payment scheduling. Scoped per engagement.

Inquire About A/R Invoicing & Collections · A/P Management · Sales & Use Tax Filing · Vendor Payment Scheduling
A/R Aging Summary
Current
$18.4K
30 Days
$9.8K
60 Days
$4.7K
90+ Days
$2.6K
Illustrative · sample data
Project-Based

Special Projects

One-time engagements independent of monthly bookkeeping. Typical projects include books cleanup, audit preparation, tax filing coordination, 1099 preparation, and bank or vendor analysis.

Inquire About Books Cleanup & Catch-Up · Audit Preparation · Tax Filing Coordination · 1099 Preparation · Bank & Vendor Analysis
Books Catch-Up
Scope
Engagement
Months Behind14
Transaction Volume~2,100
Timeline4–6 Weeks
OutcomeTax-Ready
Illustrative · sample scope

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