Bookkeeping

• U.S.-based small businesses
  
  

• Startups & service providers
  
  

• E-commerce sellers
  
  

• Real estate investors
  
  

• Freelancers or consultants managing 1099 incomeZ

✅ Transaction Categorization
→ Accurate monthly classification of income & expenses

✅ Bank & Credit Card Reconciliation
→ Ensuring your books match with actual statements

✅ Accounts Payable & Receivable Tracking
→ Know what you owe and what you're owed

✅ Monthly Financial Reports
→ Balance Sheet, P&L Statement, Cash Flow Snapshot — fully formatted & export-ready

✅ QuickBooks Online / Desktop Support
→ Compatible with both platforms (we can handle catch-up work too)

✅ Custom Chart of Accounts Setup
→ Tailored to your business model and tax needs

1️⃣ Data Import & Cleanup

We collect your bank feeds, receipts & statements (via secure portal)

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2️⃣ Categorization & Reconciliation

Every transaction is reviewed and matched

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3️⃣ Reports & Review

You receive detailed monthly reports with optional 15-min consultation

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4️⃣ Compliance Ready

Books stay audit-ready for year-end tax filings or investor reviews