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Service I

Bookkeeping

Meticulous monthly books, reconciled and closed by the fifth business day — every month, without exception.

What's Included

Your bookkeeping is handled by a dedicated bookkeeper who knows your business, not a rotating queue. Every account is reconciled, every transaction is categorized correctly, and the close happens on a schedule you can plan around.

  • Full-charge monthly bookkeeping across every account and card
  • Bank and credit card reconciliations, matched transaction by transaction
  • A chart of accounts built around how your business actually runs
  • Monthly close completed and reviewed by the fifth business day
  • Clean, audit-ready records for lenders, investors, or your tax preparer
  • Catch-up and cleanup work for books that have fallen behind

How We Work

We connect to your bank and card accounts through encrypted, read-only feeds — nothing is entered by hand and nothing requires your online banking password. Your bookkeeper reviews activity through the month, flags anything unusual right away, and runs a full reconciliation and close checklist once the month ends.

You'll get a short close summary each month with anything worth knowing highlighted in plain language, and a direct line to your bookkeeper for anything else.

Our Standard for Handling Your Information

Your financial records are among the most sensitive documents your business has. Here's the standard we hold ourselves to on every bookkeeping engagement:

  • Bank-level encryption for every document and data feed, in transit and at rest
  • Read-only bank connections — we never hold or ask for your online banking password
  • Access limited to your named bookkeeper and one reviewing senior accountant
  • Secure client portal for statements and source documents — never unsecured email
  • Records retained per current IRS recordkeeping guidance, then securely purged
  • A written confidentiality commitment on every engagement
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Let's talk about your books.

A relaxed, no-obligation look at where your bookkeeping stands today and what a clean monthly close would look like for you.

Book a Consultation