What is bookkeeping - and which level of support does your business need?
Reliable monthly bookkeeping means a clear picture of cash flow, a stress-free tax season, and the financial clarity to make confident decisions. Here’s what it involves, and three ways we can support your business.
The Basics
Bookkeeping, plainly
explained
Bookkeeping is the ongoing process of recording, organizing, and reconciling every sale, expense, deposit, and payment that moves through your business - so your books stay accurate and ready whenever you need them.
- 01 Categorizing income and expenses
- 02 Reconciling bank and credit card accounts
- 03 Managing accounts payable and receivable
- 04 Producing monthly financial statements
- 05 Keeping books CPA- and tax-ready year-round
Three levels of monthly support
Every business has different bookkeeping needs depending on size, transaction volume, and complexity. Choose the level built for where your business is today.
Foundation
- Core bookkeeping & reconciliation
- Monthly financial statements
- Annual 1099 filing prep
- Year-end CPA handoff package
Growth
- Everything in Foundation
- AP/AR management
- Payroll sync & CA sales tax filing
- Monthly financial review call
Advanced Bookkeeping
- Everything in Growth
- Multi-entity bookkeeping
- Job / class / department costing
- Custom reporting & CPA liaison support
All three tiers are built around QuickBooks Online, our platform of expertise. Already using a different accounting system? We're happy to support other platforms — a small additional fee may apply depending on the system.
Not sure which tier is right for you?
Schedule a free 30-minute consultation and we’ll help you find the right fit.