What we do
Clear Books. Clear Answers. Better Business Decisions.
We keep your books accurate and organized, then help you understand what your numbers are telling you. You'll be able to see where your money is going, notice changes that may need your attention, and have clearer financial information to help you make business decisions.
Monthly Bookkeeping
Know Where Your Business Stands Each Month
We keep your financial records current and organized so you can see what is happening in your business without wondering whether your books are up to date.
- Account reconciliations
- Transaction categorization
- Easy-to-understand monthly reports
- Year-end prep support
Monthly Account Reconciliations
Know Your Balances Are Right
We compare the transactions in your books with your bank and credit card accounts, look for differences, and make sure everything matches so you can rely on the numbers you are seeing.
- Monthly bank reconciliations
- Credit card account reconciliations
- Discrepancy identification & resolution
- Accurate running balances
QuickBooks Setup & Cleanup
Start With Clean, Organized Books
Whether you are starting fresh or trying to straighten out books that have gotten behind or disorganized, we help get your QuickBooks set up correctly, cleaned up, and easier to use going forward.
- QuickBooks Online setup
- Chart of accounts customization
- Historical data cleanup
- Bank feed connections
Monthly Financial Reports
See What Your Numbers Are Telling You
You will receive clear financial reports that show how your business is doing. We go beyond simply giving you reports — we help you understand what we see, including changes, trends, or expenses that may deserve your attention.
- Profit & loss statements
- Balance sheet reports
- Cash flow summaries
- Plain-English explanations
Payroll Services
Pay Your Team Accurately and On Time
We help take the stress out of payroll by keeping employee pay, payroll records, reports, and reconciliations organized and accurate.
- Payroll processing
- Employee payroll setup
- Payroll calculations
- Payroll reports
- Payroll bookkeeping & reconciliation
Monthly Bookkeeping Packages
Every business is different. We provide personalized recommendations after learning more about your business and its bookkeeping needs.
BAM Basics
For businesses with straightforward monthly bookkeeping needs.
Includes:
- Monthly transaction categorization
- Bank account reconciliation
- Credit card reconciliation
- Monthly financial reports
- Basic bookkeeping review
- Email support for bookkeeping questions
BAM Broad
For businesses that need more organization, support, and detail each month.
Includes everything in BAM Basics, plus:
- Receipt organization and recordkeeping support
- Additional account reconciliations
- More detailed monthly financial reporting
- Additional bookkeeping review
- More hands-on support throughout the month
- Assistance keeping financial records organized and current
BAM Beyond
For businesses with more involved bookkeeping needs or those who want a higher level of ongoing support.
Includes everything in BAM Broad, plus:
- Support for more complex bookkeeping needs
- Payroll support
- 1099 assistance
- More frequent communication and review
- Customized bookkeeping support based on the business
- Priority assistance for ongoing bookkeeping questions
Additional services
Additional Services
Some services are available separately and do not require enrollment in a monthly bookkeeping package.
Every business is different. We provide personalized recommendations after learning more about your business and its bookkeeping needs.
Not sure which service you need?
That's completely fine. Tell us a little about your business and we'll figure it out together — no pressure, no jargon.
Get a free consultation