Services

📗

Full-Cycle Bookkeeping

  • Recording day-to-day income and expenses
  • Accurate transaction categorization and clean chart of accounts
  • Regular bookkeeping updates using Xero or QuickBooks Online
  • Catch-up bookkeeping for unrecorded transactions
  • Organized records ready for tax season or review
⚖️

Audit-Ready Reconciliation

  • Bank reconciliation based on hands-on audit experience
  • Cross-checking transactions against bank statements and receipts
  • Identifying discrepancies or missing records
  • Resolving errors before they become bigger issues
  • Books structured the way an auditor would expect
📊

Excel & Google Sheets Reporting

  • Turning raw transaction data into organized reports
  • Basic financial summaries and expense breakdowns
  • Simple, easy-to-read charts and visuals
  • No complicated software, just Excel or Google Sheets
  • Quick visibility into your numbers