🧾 What’s Included in Our Bookkeeping Services

1. Income & Expense Tracking

We record and categorize your transactions so you know exactly where your money is going.

Get a clear financial picture every month.

2. Monthly Financial Statements

Stay informed with detailed reports:

• Profit & Loss (P&L) Statement

• Balance Sheet

• Cash Flow Statement

Delivered monthly, explained in plain English.

3. Bank & Credit Card Reconciliation

We reconcile your accounts to ensure your records match your bank and credit card statements — error-free and up to date.

4. Accounts Payable & Receivable

Track your bills and invoices so nothing slips through the cracks. We help you manage cash flow with clarity.

5. Sales Tax Recording

Track and categorize sales tax collected from your customers. We prepare reports to help you file confidently and on time.

6. Payroll Integration

We work with your payroll provider to ensure wages, taxes, and benefits are properly recorded in your books.

Perfect for businesses with employees or contractors.

7. Tax-Ready Financials

We keep your records clean, accurate, and organized year-round so tax time is fast, simple, and stress-free.

We work directly with your CPA or tax preparer.