Professional bookkeeping, reconciliations, and financial support for small businesses and nonprofits.

Services are designed to support organizations at different stages—from bookkeeping cleanup and QuickBooks organization to ongoing monthly bookkeeping and financial reporting.

Ongoing bookkeeping, reconciliations, and monthly financial reporting to help maintain accurate records and organized financials.

Services typically include:

• Monthly bank and credit card reconciliations

• Expense classification and general ledger maintenance

• Monthly financial statements (P&L, Balance Sheet)

• Ongoing corrections and adjustments as needed

• Limited email support

This service helps organizations maintain accurate books, reliable financial reports, and organized accounting systems without needing a full-time finance team.

Cleanup and organization of bookkeeping records, reconciliations, and QuickBooks systems to support accurate financial reporting going forward.

Services typically include:

• Chart of accounts setup or reorganization

• Historical cleanup and reconciliation corrections

• Transaction review and reclassification

• System alignment with QuickBooks Online

• Documentation of structure and processes

Structured reporting designed for nonprofit leadership and boards requiring clear, reliable financial insight.

Services typically include:

• Board-ready financial reporting packages

• Budget vs. actual analysis

• Financial summaries and commentary

• Support for leadership review and interpretation

• Ongoing reporting consistencies

Targeted review of financial records and reporting practices to identify issues, risks, and areas for improvement.

Services typically include:

• Review of financial statements and structure

• Identification of inconsistencies or gaps

• Evaluation of reporting practices

• Recommendations for improvement

• Summary findings report

If your financials need to be brought up to date or maintained accurately going forward, we can discuss the right approach.