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Bookkeeping

People. Profit. Productivity.

Real Expertise

Flexibility & Scalability

Professional Collaboration

melissa and jude working at computer
jude laptop on lap and melissa holding notebook

Bookkeeping Basics

You cannot make informed business decisions without accurate and organized financial records.

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Our core bookkeeping services provide the foundation every business needs for financial clarity, control, and long-term growth. We ensure your numbers are complete, accurate, and easy to understand, so you always know where your business stands.

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From recording daily transactions to reconciling accounts and preparing clear, up-to-date financial reports, we handle the essential bookkeeping tasks that most business owners put off and most accounting software cannot manage alone. Our process gives you reliable data you can trust, helping you stay compliant, identify opportunities, and make confident decisions for the future.

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Whether you are a small business, growing startup, or established company, our bookkeeping package is designed to streamline your financial management, reduce stress, and free up your time for what you do best—running your business.

Transaction Recording & Categorization

Every dollar coming in or going out is accurately tracked and properly classified, no guesswork, no mystery charges.

Monthly Account Reconciliation

We match your books to your bank and credit card statements so errors get caught early and costly mistakes get avoided altogether.

Straightforward Financial Reports

Monthly Profit & Loss, Balance Sheets, and summaries you can actually read and use (even if you’re not a numbers person.)

Additional Services

Accounts Payable

Late payments can hurt your reputation and your bottom line. Our Accounts Payable service makes sure your bills are tracked, paid on time, and handled accurately, so you can avoid fees, protect vendor relationships, and keep operations running smoothly.

Sales Tax Reporting

Sales tax rules are complex, and missing a deadline can mean big penalties. We can calculate, report, and file your sales taxes correctly and on time which saves you stress and money while keeping you compliant.

Accounts Receivable & Collections

Unpaid invoices affect cash flow and stall growth. With this service add-on, we help you stay on top of your receivables, follow up on overdue accounts, and manage collections so your business gets paid faster, keeping your cash flow strong and predictable.

Software Setup & Training

The wrong setup can turn great software into a headache. We configure your accounting tools and train your team so you can streamline processes, improve accuracy, and spend less time on manual financial tasks.

Payroll Management

Payroll mistakes cost more than money, they damage trust with your employees and often trigger compliance audits. This service assures that your payroll is processed accurately and on time. We can also handle your tax filings and keep you compliant to avoid costly penalties.

Jude on phone

Let’s Talk.

No Pressure, No Pitch.

If you’re tired of doing it all and worrying that something’s slipping through the cracks, let’s have a conversation.

 

We’ll listen. We’ll ask the right questions. And if we can help, we’ll show you how; no hard sell, just real solutions that make sense for your business.

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