Monthly transaction recording
Organize routine income, expenses and bank or card activity using the accounting platform you already use.
Consistent bookkeeping helps you make decisions using up-to-date financial information, not a pile of unreconciled transactions.
Every engagement starts with a review of your current books, software and reporting requirements.
Organize routine income, expenses and bank or card activity using the accounting platform you already use.
Reconcile accounts each month and flag transactions requiring your clarification.
Track open bills and invoices within the agreed scope and identify overdue balances.
Receive a Profit & Loss and Balance Sheet, with additional reports according to your chosen package.
Yes. Starting packages are $149, $299 and $499 USD per month, subject to agreed transaction limits and scope.
Yes. I provide remote bookkeeping support and can coordinate with clients across time zones. We agree on access, reporting frequency and communication before starting.
Contact me with your accounting software, approximate monthly transaction volume, number of accounts and any overdue periods. I will review the scope before quoting.
Discuss your needs and get a quote tailored to your transaction volume and reporting scope.