Bookkeeping & Reporting: Ongoing Insight. Always Aligned.

Starting at

$

350

/mo

About this service

Summary

The books stay clean. The decisions stay confident.
Strategic bookkeeping isn’t just about staying organized—it’s about delivering clarity every month. I keep your financials current, categorized, and reconciled—so you can make confident decisions backed by insight, not guesswork. You’ll receive monthly bookkeeping, reconciliations, and tailored financial reports that reflect how your business actually operates. I ensure your data stays organized, insightful, and aligned with your goals. Let’s work together to keep your books clean and your decisions confident.

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

Fathom

Microsoft Excel

Microsoft Excel

Quickbooks

Quickbooks

Xero

Xero