Monthly Bookkeeping
My flagship service designed to give your business professional financial clarity and accountability. I don't view your financials through rose-covered glasses, so if you're overspending in an area of your business, that's what I'll report so you can take back command of your financials.
Categorization
✓ Organization of cash flow
✓ Income stream tracking
✓ Tax-ready expense accounts
✓ Separation of business vs personal spending
Do you ever struggle to figure out where your money went? When your financials aren't in order, expenses get miscategorized, personal and business spending gets mixed, and you're left guessing how much money you made. I keep your financial clean and structured so every dollar has a job. Every month, you'll gain a clear view of your spending, pay less in quarterly taxes, and be informed in your purchasing, pricing and hiring decisions.
Reconciliation
✓ Verifies all cash flow
✓ Detects errors
✓ Catches duplicate, missing and incorrect transactions
✓ Tracks your cash position
If your bank accounts and books don't match, it creates constant uncertainty. You might be working with missing data, inaccurate balances and errors that compound over time. I reconcile your accounts regularly to ensure all your financials align, down to the dollar. This means catching discrepancies early, cleaning up past issues, and giving you confidence that your financials are accurate. You'll know your true cash position, and can make decisions without second-guessing your numbers.
Reporting
✓ Tax-ready reports
✓ Profitability tracking
✓ KPI tracking
✓ See how I categorized everything
Having reports isn't the same as understanding them. Many business owners receive their profit and loss statements or balance sheets but don't know what the numbers are actually telling them. I provide reports in plain-English. You'll see your past trends, spending behaviors, and understand your actual cash flow. Instead of feeling overwhelmed by your numbers, you'll have the clarity needed stay on track of your goals.
Add-Ons
✓ Bill Pay & Invoicing
✓ Weekly Consults
✓ Quarterly Sales Tax
✓ Quarterly Estimated Taxes
✓ Profitability per job, department, property, location, etc
Clean-Up
✓ Backlog catch-up
✓ Historical correction
✓ Audit readiness
✓ Balance sheet forensic sweep
Behind on your books? Let me untangle your complex financial histories. Together, we'll go back as far as needed to ensure your records are accurate, up-to-date, and fully compliant. Perfect for businesses preparing for tax season or funding rounds who need their historical data to bloom with accuracy.
The Benefits
Business owners often spend 5-10+ hours per month hunched over a calculator, wrestling with receipts and invoices - time stolen from sales and building client relationships. With a $50k salary, that's worth $2,880 in hours recovered. I take it all off your plate, giving you back those hours so you can focus on what actually grows your business.
Bigger Tax Refund
Incomplete or error-ridden records cause the average small business to leave $3,000-$10,000 in legitimate deductions unclaimed every year. I properly categorize every dollar month-round, so you create a new income stream of $250-$800+ per month in tax savings.
Insurance Against the IRS
Messy records lead to misreported income and thousands in penalties. I maintain accurate records so tax time is a breeze, IRS notices can be resolved same-day, and you avoid the $1,500+ average in penalties many face.
Smarter Spending
Most owners fly blind with incorrect numbers. I deliver dollar-tight financial statements every month so you finally know if your operations are too payroll-heavy, where you are overspending, and if your numbers support your goals.
Time Back to Grow
The first business owner I partnered with, Sam, told me he "sleeps better at night knowing I have this handled." Like Sam, your constant mental load of "Where did my money go? Did I make money?" will disappear. You will have immediate peace of mind once your books are in expert hands - freeing you emotionally to run and enjoy your business again.
Bottom line
You'll save more in hours recovered, insights and tax savings than my fee, or I'll refund the difference so it costs you nothing in the worst case.
On average, the businesses I partner with see a net savings of $500-$1,000+ per month after my fee:
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$250-$800 in recovered tax deductions
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$300-$500 in hours returned
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Hundreds more in avoided penalties, better cash flow, and smarter spending