
Bookkeeping & Beyond
Services that Keep Your Business Moving
Whether you're catching up or staying ahead, we offer flexible, judgment-free services tailored to your business. Explore our core offerings below.
Our services.
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Monthly Bookkeeping
Monthly Bookkeeping
Hands-off, accurate monthly support for growing businesses.
Includes:
- Monthly reconciliation of transactions
- Clear financial reports (P&L, Balance Sheet, etc.)
- Ongoing communication and document handling
- CPA collaboration when needed
- Flat-rate pricing based on volume
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Cleanup & Catch-Up Projects (3-month minimum)
Cleanup & Catch-Up
Let’s get those books in order — no judgment, just clarity.
Includes:
- Review of current bookkeeping
- Reconciliation of prior months
- Corrections for past errors
- Monthly reports created for each cleaned-up period
- Gets you CPA-ready or prepped for ongoing services
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Custom Services & Add-Ons
Custom Services & Add-Ons
Extra support, tailored to your unique business.
Options:
- QuickBooks or Xero setup and training
- Chart of Accounts redesign
- Receipt & file organization
- Financial dashboards & visuals
- CPA-ready report packages
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Let’s Chat About Your Numbers
Not Sure Where to Start?
Let’s talk through it. Book your $25 Discovery Call and we’ll help you decide what’s best.