Bookkeeping & Reporting: Ongoing Insight. Always Aligned.
Starting at
$
350
/moAbout this service
Summary
What's included
📅 Monthly Bookkeeping & Reconciliation
Your transactions are categorized, reconciled, and reviewed—so your books stay clean and decision-ready.
🧹 QuickBooks File Maintenance
Continuous cleanup and organization to ensure your file remains audit-ready and efficient.
📊 Custom Financial Reports
Tailored reports that highlight what matters most—whether that’s cash flow, program performance, or profitability.
📍 Class, Location, or Project Tracking (if applicable)
Ongoing tagging and segmentation for deeper insight into how each part of your business is performing.
📈 Decision-Ready Data
No more guesswork. You’ll have the clarity to make confident choices, backed by reliable numbers.
Skills and tools
Accountant
Auditor
Bookkeeper
Fathom
Microsoft Excel
Quickbooks
Xero