Monthly Bookkeeping

Monthly Books you can Trust

We handle the categorizing, reconciling and reporting so you always know where your business stands, and tax season stops being a scramble.

A Glance at your monthly close

Bank Accounts Reconciled

Done

Transactions Categorized

Done

Balance Sheet

Done

Questions

3

Accurate bookkeeping is essential to the long-term financial health of a company.

We support self-employed entrepreneurs, home-based businesses, and small and medium-sized companies with employees.

It allows business owners to focus on customers and profit-generating activities instead of spending time on bookkeeping tasks.

Establishing Efficient Financial Processes

What our Bookkeeping service includes

Accounts Payable

Manage data entry, bills, and vendor payments.

Accounts receivable

Process invoices, bank deposits, customer payments, and collections.

Bank reconciliations

Match company records to cash flow data inside bank accounts.

Inventory management

Keep track of product inventory within your facilities.

Payroll

Automate payments to employees in the company.

Taxes

Smooth out the process of filling out 1099 and 1096 tax forms.

“Jackson does a great job of covering the part of running a business my brain isn’t built for. He keeps my books clean, and he flags spending trends and checks in on how things are tracking before I’ve even thought to ask. Anticipating what would be needed bookkeeping and accounting-wise is such a valuable asset.  

Hiring him is a huge part of me being able to buy back my time and be doing a larger part of my creative work again.

I am very happy with how helpful and clearly passionate he is about the work he is doing. 

And I love answering a call and getting not only what I expect, but also insights I would never have thought of.” 
— Sam, Owner, Unlidded Co. 

Book An Appointment Today!