Monthly Bookkeeping
Bookkeeping isn't something most business owners enjoy spending their evenings and weekends doing.
Our monthly bookkeeping service keeps your financial records current, organized, and accurate so you can focus on running your business.
Services typically include:
- Transaction categorization
- Bank account reconciliation
- Credit card reconciliation
- Account review and maintenance
- Financial record organization
- Monthly reporting
- Ongoing bookkeeping support
With regularly updated books, you'll always have a clearer picture of your business's financial health.
Bank & Credit Card Reconciliation
Every transaction matched. Every discrepancy caught. Every account balanced.
Accurate bookkeeping starts with accurate account balances.
Every month, we compare your bookkeeping records against your bank and credit card statements to verify that everything matches correctly.
This process helps identify:
- Missing transactions
- Duplicate entries
- Incorrect account balances
- Recording errors
- Unusual activity requiring review
Regular reconciliations help ensure your financial reports are based on accurate information.
Accounts Payable & Receivable Tracking
Stay on top of what you owe — and what you’re owed.
Keeping track of money coming in and going out is essential for every business.
We help monitor:
Accounts Payable
- Vendor bills
- Outstanding balances
- Payment records
- Upcoming obligations
Accounts Receivable
- Customer invoices
- Payments received
- Outstanding customer balances
- Payment activity
Having visibility into both payables and receivables helps you better manage day-to-day operations and cash flow.
Payroll Recording Support
Accurate payroll records, every time.
Payroll affects several areas of your bookkeeping and financial reporting.
This may include:
- Payroll journal entries
- Payroll account reconciliation
- Employee expense tracking
- Payroll-related bookkeeping adjustments
We work alongside your payroll provider to help keep your financial records accurate.
Monthly Financial Reports
Good bookkeeping should provide more than organized records—it should provide useful information.
Each month, you'll receive financial reports that help you understand how your business is performing.
Common reports include:
Profit & Loss Statement
A summary of income and expenses that shows whether your business is operating profitably.
Balance Sheet
A snapshot of your assets, liabilities, and equity.
Cash Position Reporting
A clear view of available cash and account balances.
Customized Reporting
Additional reports can be created based on your business needs.
These reports help business owners make informed decisions with confidence.
QuickBooks Online Setup & Optimization
As Certified QuickBooks ProAdvisors, we help businesses get their bookkeeping systems set up correctly from the start.
Whether you're opening a new business, transitioning from another system, or trying to clean up an existing QuickBooks file, we can help.
Services may include:
- QuickBooks Online setup
- Chart of accounts creation
- Bank feed setup
- User access configuration
- Reporting setup
- File review and optimization
A properly configured QuickBooks account makes bookkeeping easier, more accurate, and more efficient.
Cleanup & Catch-Up Bookkeeping
Behind on your books?
You're not alone. Many business owners reach out when bookkeeping has fallen behind due to growth, staffing changes, or simply a lack of time.
We can help:
- Bring overdue bookkeeping current
- Reconcile accounts
- Correct bookkeeping errors
- Organize financial records
- Budgeting support
- Prepare books for tax filing
Whether you're a few months behind or a few years behind, we'll help get your books back on track.
If your business is in Phoenix and your books need attention, we’re your people.
Year-End & Tax Preparation Support
While we do not prepare tax returns, we help make tax season easier by ensuring your books are organized and tax-ready.
We work to provide:
- Organized financial records
- Accurate year-end reports
- Reconciled accounts
- Clean financial statements
This helps your tax professional work more efficiently and reduces last-minute scrambling when tax deadlines approach.
Who We Serve
We work with a wide variety of small businesses, including but not limited to:
- Professional Services
- Startups & Solo Entrepreneurs
- Consultants, coaches, agencies
- Lawn care and landscaping
- Lawn mowing and maintenance
- Seasonal cleanup service
- Fertilization and weed
- Landscape installation and design
- Irrigation repair and maintenance
- Photography - Photographers and photography services
- Pressure washing business
- Handyman and Repair
- General home repair
- Assembly and installation
- Punch-list specialist
- Rent-ready property turnover
- Dryer vent cleaning business
- Pool services
- Pool cleaning service
- Pool repair business
- Solar panel cleaning business
- Pest Control Business
- General pest control recurring packages
- Termite inspection and treatment
- Rodent exclusion specialist
- Window cleaning business
- HVAC business
- Installation repair and replacement
- Preventive maintenance plans
- Indoor air quality specialist
- Plumbing business
- Emergency plumbing service
- Residential plumbing maintenance membership
- Water heater specialist
- Drain cleaning service
- Contractors and trades
- Garage door repair business
- Electrical business
- Residential service electrician
- Lighting installation specialist
- EV charger installation
- Panel upgrade and modernization
- Insulation installation business
- Automotive
- repair
- customization and services
- Sales
- Legal Services
- Child Care
- Licensed child care centers
- home child care
- preschools
- Construction And Home Improvement
- Health And Beauty
- hair salons
- nail salons
- spas
- Maintenance And Repair
- services for technology
- machines
- buildings
- property
- other assets
- Management Services
- Restaurants and food service businesses
- Nightlife
- Bars
- nightclubs
- DJs
- karaoke
- Transportation
- rideshare driver
- taxis
- bicycle rentals
- Pet Services
- Personal Services
- Retail businesses
- Recruiting And Staffing
- Manufacturing - Small scale manufacturing such as local souvenirs or a niche product
- Travel And Tourism
- tours
- travel agencies
- souvenir vendors
- Hotels
- Medical Practitioners
- Doctors
- dentists
- other medical practitioners
Our bookkeeping solutions are tailored to fit the needs of your business rather than forcing you into a one-size-fits-all approach.
Our Process
Free Consultation
We learn about your business, your bookkeeping challenges, and your goals.
Bookkeeping Review
We review your current books and bookkeeping processes.
Customized Service Recommendation
We recommend the services that best fit your needs and provide a customized quote.
Ongoing Bookkeeping Support
We maintain your books, provide reports, and help keep your financial records organized throughout the year.
Ready to Take Bookkeeping Off Your To-Do List?
Let's talk about your business and determine the right bookkeeping solution for your needs.
It’s easy to do. We will talk about your business and your objectives. Next, we create a proposal outlining the precise services you require, all for a set, unchanging monthly fee. There are no surprises and no long-term commitment. Schedule your free session, beginning now. Click here to pick a day and time that’s convenient.