Our services

We provide specialized bookkeeping services designed to meet the unique needs of small business owners, freelancers, and entrepreneurs. Our services include account reconciliation, accounts payable management, and deposit handling. We focus on understanding your specific requirements and delivering practical, effective solutions to simplify your finances.

Account reconciliation

 

 

  • Ensure your business records match your bank and credit card statements accurately
  • Identify and correct errors, duplicate entries, or missing transactions
  • Maintain up-to-date and accurate financial records so you can trust your reports
  • Provide peace of mind knowing your books are accurate and ready for taxes or planning
  • Support ongoing financial clarity to help you make informed business decisions

 

Accounts payable

 

  • Track, organize, and manage all your bills and vendor payments efficiently
  • Use Bill.com to streamline invoice approvals and payments for faster, accurate processing (optional)
  • Avoid missed payments, late fees, or vendor disputes
  • Provide clear documentation of what’s owed and what’s paid at all times

     

  • Improve cash flow visibility so you know exactly where your money is going
  • Free up your time so you can focus on growing your business instead of chasing bills

 

Deposit Management

  • Record and organize all incoming payments accurately, including checks, ACH, and other deposits
  • Reconcile deposits with invoices and bank statements to ensure nothing is missed
  • Categorize income correctly to simplify reporting and tax preparation
  • Keep your financial records transparent and easy to understand
  • Provide detailed insights into cash flow trends and income sources
  • Help you maintain control over your finances and avoid surprises

Financial reporting

 

  • Provide clear, easy-to-read reports on your business’s financial health
  • Prepare Profit & Loss statements, Balance Sheets, and comprehensive financial reports
  • Track income, expenses, and cash flow so you always know where your business stands
  • Compare financials year-over-year to highlight trends and growth opportunities
  • Support tax preparation with organized, accurate financial data
  • Deliver reports in a timely and consistent manner for ongoing business planning

 

Contact us

5 Signs You May Need a Bookkeeper

If any of these sound familiar, give us a call or send us a message, we’re happy to help.

• Are you behind on reconciling your accounts or unsure if your numbers are accurate?
• Are you struggling to keep up with accounts payable or missing payment deadlines?
• Are your deposits disorganized or difficult to track?
• Do you feel overwhelmed by your finances or unsure where your business stands?
• Would you rather focus on running your business instead of managing the books?