Bookkeeping
Clean, current books — transaction recording, reconciliation, and reporting handled on a reliable monthly cycle.
What's Included
Key Features
Transaction Recording
Every transaction accurately recorded and categorized.
Bank Reconciliation
Monthly reconciliation between your books and bank statements.
Expense Tracking
Clear tracking of business expenses for tax and reporting purposes.
Monthly Reports
Simple, readable monthly summaries — not just raw ledgers.
How It Works
Our Process
System Set-Upt
We set up your bookkeeping system and chart of accounts.
Monthly Data Entry
Transactions are recorded on a consistent monthly schedule.
Reconciliation
Bank and book balances are reconciled each cycle.
Reporting
You receive monthly reports summarizing your financial position.
Common Questions
FAQ
What accounting software do you use?
We work with standard cloud-based accounting systems and can adapt to a platform you already use.
Can I access my books anytime?
Yes, we can provide ongoing access to your records rather than only sharing periodic reports.
Is bookkeeping included in the Accounting & Tax Package?
Yes — this can be taken as a standalone service or bundled into the fuller package.