We review your current records, understand your business structure, and set up or refine your chart of accounts.
Transactions are recorded, categorized, and reviewed on a regular schedule — weekly or monthly depending on your plan.
Bank and credit card accounts are reconciled each period to confirm accuracy.
You receive clear monthly summaries showing income, expenses, and account balances.
We support clients using common small business accounting platforms including QuickBooks, Xero, and Wave. If you use another system, let us know during your consultation.