Description
Our small business bookkeeping service provides organized* financial records, accurate, simple monthly reports (1 profit & loss and 1 balance sheet every quarter), and reconciled bank accounts annually to ensure accuracy. They handle transaction categorization, accounts payable/receivable, and prepare your books for tax season, reducing administrative burdens and ensuring compliance. [1, 2, 3, 4, 5]
Key benefits and services include:
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- Financial Accuracy: Reconciling bank/credit card accounts to detect errors or fraud.
- Time Savings: Outsourcing daily tasks allows you to focus on business growth.
- Tax Preparation: Providing clean records to CPAs, which simplifies tax filing and identifies deductions.
- Cash Flow Management: Tracking receivables (money in) and payables (money out) to maintain liquidity.
- Strategic Insights: Generating reports that show your business’s financial health, helping you make informed decisions.
Lock in our limited-time offer of $249 per month, paid annually, Or $299 per month paid monthly with enrollment in (AUTOPAY). For a single person, sole proprietor, one-owner corporations, or 1 -3 member partnerships. We apologize in advance. We do not provide this service to franchise owners or companies with more than three employees, or to any foreign entities (non-United States).
Optional or advanced services often include payroll management, accounts payable/receivable management, and consultation. Please speak with a team member
Organized* (Current, legible copies/receipts of all financial transactions and tax payments within the last 18 months. For new businesses, you must supply from the start of business until enrollment.


