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Monthly Bookkeeping
Monthly Bookkeeping
Keep your books accurate and up to date every month so you always know where your business stands. Each month we categorize and reconcile all bank and credit card transactions, review accounts payable and receivable, and produce a clear set of financial statements — income statement, balance sheet, and cash flow summary — delivered to you before month-end close.
Transaction categorization
Bank & Credit Card reconciliation
Monthly financial statements
Accounts payable & recivable review
Year-end Clean up
Year-end Clean up
Get your books tax-ready before the deadline. We do a thorough review of the full fiscal year — catching missed entries, correcting miscategorizations, reconciling all accounts, and tying everything together so your business has clean, complete records to work from. Includes preparation of a year-end trial balance and a summary of adjustments made.
Full-year account review
Adjusting journal entries
Year-end trial balance
Tax-ready financials package
Clean up Projects
Clean up Projects
Books behind, messy, or never properly set up? A clean up project is a dedicated engagement to get your records back on track — whether that's one month or several years. We assess the current state of your books, identify errors and gaps, recode transactions, reconcile all accounts, and deliver a final set of financials you can rely on.
Books assessment & diagnosis
Transaction recoding & corrections
Full account reconciliation
Reliable financials delivered
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