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New Service Offering!

We understand that many entrepreneurs want to maintain control over their financial records, but may lack the expertise or time to thoroughly review and verify their bookkeeping. Our team of experienced professionals will provide regular check-ins and reviews of your financial records, offering valuable insights and guidance to help you avoid any costly mistakes or oversights. With our service, you can have peace of mind knowing that your bookkeeping is being monitored and supported by experts, allowing you to focus on growing your business with confidence.


Services Included;


  • Secure Client Portal for purpose of discussion of findings

  • Regular check-ins and reviews of financial records for irregularities

  • Verify proper reconciliations of Balance Sheet Accounts

  • Ensure correct categorization of transactions

  • Monitor Chart of Accounts for proper structure

  • Provide suggestions to streamline your daily processes

  • Video explanation of any issues found with suggestions for solutions with Best Practices in mind posted to Client Portal Monthly

  • Personalized Workflow Graphics provided when needed in order to help you with your daily bookkeeping

  • Availability for Bookkeeping Related Questions

  • Exclusive discounts on Catch Up & Clean Up Services

  • Peace of Mind!




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