Monthly work that closes the books properly. Full reconciliations, balance sheet review, payroll if you want it, financials by the fifteenth, and answers within one business day.
The point is that the accounting system stays defensible. Every account tied to a real source. Balance sheet reviewed before the month is called closed. Anything odd flagged with a note. That is the standard, regardless of how the file arrived.
Not categorized. Closed.
That framing changes what monthly work looks like. It is not a bookkeeper logging into your file, matching transactions to categories, and calling it done. It is a real month-end close, delivered with commentary a business owner can actually use.
The scope of ongoing bookkeeping is defined at the start and does not drift. If your business changes and the scope needs to expand, we scope it and re-quote in writing. No surprise add-ons.
Ongoing bookkeeping is built in tiers, and add-ons layer onto whichever tier fits. You are not paying for what you do not use, and nothing is bolted on quietly. Add-ons are scoped and priced during the diagnostic, listed on your engagement letter, and adjusted only in writing.
Runs through your provider or ours. Wages, benefits, and payroll taxes reconciled to the general ledger every month, not left to pile up as liability drift.
We prepare the returns from clean bookkeeping data by your filing deadline. You file with the state. Multi-jurisdiction filings scoped by count.
Contractor payments tracked throughout the year, W-9s collected, 1099s filed at year end. No January scramble to reconstruct who got paid what.
Recording bills and invoices is standard. Chasing customers to pay or vendors to send bills is a separate service, priced at a premium, and most clients are better off handling it in-house.
Being clear about what monthly bookkeeping covers, and what sits outside of it, keeps the scope honest and the price fixed. If your business needs something from the list below, we will tell you at the discovery call so you can plan around it.
Not every business needs the kind of monthly work we do. Ongoing bookkeeping with us is a match if any of the following are true.
Some engagements are ongoing from day one on a clean file. Others start with a cleanup and roll into ongoing once the books are trustworthy. We tell you honestly which one your file needs after the discovery call. No pushing a rebuild you do not need.
Bring your questions. We will tell you honestly what your books look like, what monthly work would look like, and whether we are the right fit.
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