Financial Management

Reliable monthly bookkeeping to keep your financials accurate, organized, and up to date.

Monthly bookkeeping

• Bank and credit card reconciliations
• Financial statements (P&L & Balance Sheet)
• General ledger maintenance
• QuickBooks Online support
• Month-end close

Custom pricing based on monthly transaction volume, number of accounts, and business complexity. Most clients invest between $300–$700/month. 

Full-service management of your incoming and outgoing cash flow to keep your business running smoothly.

• Vendor bill entry and payment management
• Customer invoicing and payment tracking
• Collections follow-up
• Vendor management
• Aging reports (A/P & A/R)
• Cash flow tracking support

Custom pricing based on number of bills and invoices processed monthly, number of vendors and customers, and workflow complexity. 

If your bookkeeping is behind, we'll reconstruct and organize your financial records and bring everything current.

• Reconstruction of historical records
• Bank and credit card reconciliation for past months
• Organized general ledger
• Accurate financial statements for catch-up period
• Clean handoff to ongoing monthly bookkeeping

Example: 3 months behind = starting at $1,200+ 

Pricing depends on months behind, transaction volume, and complexity.