Precise Recordkeeping

1. Daily Transaction Recording – Accurate recording and organization of day-to-day financial transactions.
2. Bank & Credit Card Reconciliations – Reconciling accounts to help ensure financial records are accurate and up to date.
3. Financial Statements – Preparation of Profit & Loss Statements and Balance Sheets to help business owners understand their financial position and performance.
4. Bookkeeping Cleanup & Catch-Up – Organizing and updating records when bookkeeping is behind or needs to be corrected.

Our financial reporting services provide monthly or quarterly financial reports tailored to the needs of small businesses. 

We help business owners understand their financial performance through organized reporting of income, expenses, accounts receivable, accounts payable, and other key financial information. 

We review trends, variances, and changes in financial activity to help identify areas that may require attention. 

Our goal is to provide clear, reliable financial information that helps business owners monitor performance, understand their numbers, and make informed business decisions.

 Choose the level of bookkeeping support that fits your business. All packages can be customized based on transaction volume, number of accounts, and the complexity of your bookkeeping needs.

Starting at $150/month

Ideal for small businesses with a low volume of monthly transactions.

• Monthly transaction recording
• Bank reconciliation
• Basic bookkeeping maintenance
• Monthly Profit & Loss Statement
• Monthly Balance Sheet

Starting at $300/month

Designed for growing businesses that need more comprehensive bookkeeping support.

• Monthly transaction recording
• Bank and credit card reconciliations
• Accounts receivable and accounts payable tracking
• Monthly financial statements
• Monthly financial reporting
• Ongoing bookkeeping support

Starting at $500/month

Designed for businesses with higher transaction volumes or more complex bookkeeping needs.

• Full-service monthly bookkeeping
• Bank and credit card reconciliations
• Accounts receivable and accounts payable support
• Monthly financial statements
• Detailed financial reporting
• Account analysis and variance review
• Ongoing bookkeeping support

Bookkeeping needs vary from business to business. If you need cleanup, catch-up bookkeeping, or a customized monthly package, contact us for a personalized quote.

Pricing is based on transaction volume, number of accounts, and the complexity of services required.