Accounting

Consistent Oversight. Cleaner Books. Greater Peace of Mind. 

If you’re maintaining your own books but want regular support from a pro, this monthly subscription is designed just for you. You stay in the driver’s seat—while I ride shotgun to help you clean things up, keep them organized, and make sure nothing important slips through the cracks.

The Accounting Subscription includes monthly lite bookkeeping, reconciliations, essential reports, and a proactive eye on compliance. It’s not full-service bookkeeping—but it’s a solid, reliable partnership that keeps your financials in check.

Here’s what’s included:

✔️ Lite Bookkeeping

• Set up and manage bank rules

• Reclassify transactions

• Update and maintain your Chart of Accounts (COA)

• Address “Ask Accountant” transactions

• Process journal entries
  
  

✔️ Reconciliations

• Reconcile bank, credit card, loan, and capital accounts
  
  

✔️ Financial Reports

• Balance Sheet

• Profit & Loss (P&L)

• Cash Flow Statement

• Accounts Receivable Aging (A/R)

• Accounts Payable Aging (A/P)
  
  

✔️ Compliance Monitoring

• A second set of eyes on your numbers to help flag potential compliance issues early

✔️ One 30-Minute Strategy Sessions per Month

• Meet 1:1 to review performance and ask questions

• Additional sessions available at $50/hour
  
  

This service is perfect for business owners (and their bookkeepers) who are handling most of the work but want consistent oversight to stay on track.