Services Built Around Your Needs
Choose the level of support that fits your business. Each service is designed to bring clarity and organization to your financial records, with options to combine services as your needs evolve.
Back to HomeFinding the Right Service Level
Our services address different aspects of financial record-keeping. Some businesses need comprehensive monthly support, others require periodic statement preparation, and many benefit from a combination. We'll help you identify which services align with your current situation and goals.
Monthly Bookkeeping & Reconciliation
Maintaining your financial records with care and precision on a monthly cycle. We categorize transactions, reconcile bank and credit card accounts, and prepare organized statements your team can review with confidence. Our approach prioritizes clarity so you always understand where your finances stand.
What's Included
- ✓ Transaction categorization and entry
- ✓ Bank and credit card reconciliation
- ✓ Monthly financial statements with explanations
- ✓ Discrepancy identification and resolution
- ✓ Regular review meetings
- ✓ Ongoing support and questions answered
Financial Statement Preparation
Producing accurate income statements, balance sheets, and cash flow reports that give you a clear picture of your organization's financial health. Each statement is prepared according to relevant standards and presented in a format that supports informed decision-making. Quarterly and annual options available.
What's Included
- ✓ Complete income statement preparation
- ✓ Detailed balance sheet compilation
- ✓ Cash flow statement analysis
- ✓ Financial ratio calculations
- ✓ Comparative period analysis
- ✓ Notes and explanations for key items
General Ledger Management
Maintaining a well-organized general ledger that serves as the reliable backbone of your financial record-keeping. We ensure every entry is properly classified, supporting documents are referenced, and the ledger remains audit-ready at all times. Regular reviews catch discrepancies early before they compound.
What's Included
- ✓ Chart of accounts setup and maintenance
- ✓ Journal entry preparation and posting
- ✓ Account classification review
- ✓ Supporting documentation organization
- ✓ Audit trail maintenance
- ✓ Monthly ledger accuracy verification
Combining Services for Complete Support
Many businesses benefit from combining multiple services. Monthly bookkeeping provides ongoing record maintenance, while periodic financial statement preparation offers formal reporting for stakeholders. General ledger management ensures your foundational records remain organized and accurate.
We can structure service combinations that match your needs and budget. Some clients start with one service and add others as their business grows or requirements change. The modular approach allows flexibility without disrupting the continuity of service you've come to rely on.
Ongoing maintenance with formal reporting
$3,900/month
Foundation management with transaction processing
$3,100/month
All three services integrated
$5,200/month
Choosing What Fits Your Situation
Monthly Bookkeeping Works Well For
Businesses with regular transactions needing consistent record maintenance, organizations wanting monthly visibility into financial position, companies preparing for growth that requires better financial tracking, and anyone who prefers knowing their numbers are current and accurate at all times.
Financial Statement Preparation Suits
Organizations with existing bookkeeping that need formal reporting, businesses requiring quarterly or annual statements for stakeholders, companies with lending relationships requiring periodic financial documentation, and entities preparing for audits or external review processes.
General Ledger Management Helps
Businesses establishing new accounting systems, organizations cleaning up disorganized historical records, companies wanting audit-ready documentation maintained consistently, and entities with complex classification needs requiring professional oversight and accuracy verification.
Getting Started is Straightforward
Initial Consultation
We discuss your situation, needs, and which services make sense for your business. No pressure, just honest conversation about fit.
Service Selection
Choose the services that align with your needs and budget. We provide clear pricing and scope so you know exactly what to expect.
Smooth Onboarding
We guide you through setup, gather necessary information, and establish systems that work for both of us. Service begins on schedule.
Flexible Arrangements
Services can be adjusted as your needs change. Start with what makes sense now, add services later if beneficial, or scale back if circumstances shift. We're here to support your business through different phases of growth and change.
Ready to Discuss Your Needs?
Let's have a conversation about which services would serve your business well. We can discuss your current situation, answer questions about our approach, and help you understand what working together would look like.
Schedule a Consultation