I’ll carefully review and categorize your bank and credit card transactions based on the nature of each transaction and your business’s Chart of Accounts. This includes identifying income and expenses, assigning the appropriate accounts, and flagging any unclear transactions for your review.

The goal is to keep your books accurate, organized, and ready for reconciliation and financial reporting.

I'm Here to Help Have questions along the way? I’ll keep you informed, explain any issues I find, and work with you to get your books back on track.