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Services That Give You Control
As your virtual bookkeeper, I meet you where you are—behind, on time, or somewhere in between. We’ll clean things up, put a simple monthly rhythm in place, and keep a dependable month‑end close, so the numbers make sense and next steps feel obvious.
Calm, Simple Bookkeeping You Can Count On.
Clarity Begins with a Conversation
Our simple process begins with a conversation, not a commitment.
Your books are unique, and your needs will evolve. Our process starts with a free discovery call to ensure we understand your specific situation. After our conversation, we review what is necessary to quote fairly, giving you transparent pricing from the start.
Discovery Call
We discuss your business, your goals, and your biggest bookkeeping pain points.
Customized Assessment
Based on our call, we review what is needed to provide a fair and fixed monthly quote. This might be a quick look or a more detailed review.
Consistent Rhythm
We establish a reliable, weekly bookkeeping workflow that delivers clarity and control every month.
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What Monthly Bookkeeping Includes:
Monthly bookkeeping is a consistent rhythm designed to remove complexity
and deliver reliable data.
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Categorize and reconcile accounts each week using trusted, secure cloud tools.
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Ask clarifying questions in a secure client portal as they arise, so we fix issues in real-time.
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Timely month-end close, with a target around the 10th of the following month with timely documents.
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Monthly reports delivered with a detailed review by recorded video or live call - whichever serves you best.