For businesses wanting ongoing, stress-free financial management Perfect if you: - Want to stay current with your books every month - Need regular financial reports to make informed decisions - Prefer predictable, ongoing support - Are ready to focus on growing your business instead of paperwork What's included: - Account coding and categorization - Bank reconciliations - Accounts receivable/payable management - Customer invoicing and payment processing - Vendor bill management - Monthly financial reporting - Tax season preparation Best for: Established businesses, busy entrepreneurs, companies with consistent monthly transactions
For businesses with overdue books (6+ months behind) Perfect if you: - Haven't touched your books in months (or years!) - Need to get current before tax season - Feel overwhelmed by the backlog - Want a fresh start with clean, accurate records What's included: - Complete historical transaction entry - Bank reconciliation for all periods - Error identification and correction - Timely financial statement preparation - Account cleanup and organization - Tax-ready financial reports Best for: Businesses behind on bookkeeping, new business owners, companies preparing for loans or audits
For businesses with messy, inaccurate books that need fixing Perfect if you: - Suspect errors in your current books - Have been doing bookkeeping yourself but want it professionally reviewed - Need accurate data for business decisions - Want to optimize your current bookkeeping processes What's included: - Comprehensive error identification and correction - Data accuracy verification - Workflow optimization recommendations - Account restructuring if needed - Clean, reliable financial reports - Process improvement suggestions Best for: DIY bookkeepers, businesses with accuracy concerns, companies switching from other bookkeepers