Books kept in good order

An audit-style review and repair of your existing books, reaching back as far as three years. We find what drifted, fix what broke, and hand you a clean starting point.

• Full review of past books, up to 3 years back
• Accounts reconciled line by line
• Errors, duplicates & miscategorizations corrected
• A written summary of what was found and fixed
• A clean foundation for whoever keeps the books next

Best for: Books that have drifted — or never quite got started.

You run your business; at the end of each month I balance the books and close the month properly, delivering the two reports every owner should actually read.

• Accounts balanced & reconciled monthly
• A proper month-end close, every month
• Profit & Loss report, delivered monthly
• Balance Sheet report, delivered monthly
• A plain-English note on anything worth your attention

Best for: Owners who handle the day-to-day but want a faithful month-end.

The books stay current all the time. Each week I classify and balance every individual transaction, so month-end is a formality instead of an archaeology dig.

• Weekly balancing of all accounts
• Every transaction classified, one by one
• Books that are always current, never a mystery
• Profit & Loss and Balance Sheet each month-end
• A bookkeeper who already knows the answer when you call

Best for: Busy businesses that never want to think about the books.