Let us take the hassle out of your monthly bookkeeping. Our experienced team ensures your financial records are up-to-date, compliant, and ready for decision-making. Whether you're a growing business or an established firm, we help you stay organized and audit-ready.

Before we start, we will need:

- Access to your accounting software or preferred bookkeeping platform - Bank and credit card statements for the month - Invoices issued and received - Payroll records (if applicable) - Any receipts or expense documentation - Previous month’s closing balances (if this is your first month with us)

What we'll do for you is:

- Record and categorize all financial transactions - Reconcile bank and credit card statements - Track accounts receivable and payable - Generate monthly financial reports (P&L, Balance Sheet, Cash Flow) - Flag any inconsistencies or missing documentation - Maintain clean, audit-ready books

What we'll ultimately deliver, and when:

- A complete set of reconciled books for the month - Financial reports delivered within 5 business days of receiving all documents - Ongoing support for questions or clarifications