Services
Bookkeeping
Stay organized without doing the books yourself.
Who it's for
- Businesses that want monthly books kept current
- Owners with catch-up or cleanup work to do
- Anyone who needs reliable monthly reports
What's included
- Monthly bookkeeping
- Bank and card reconciliations
- Transaction review
- Financial statements
- Management reports and monthly dashboards
- Document collection
What to prepare
- Bank and credit card statements
- Sales or point-of-sale reports
- Payroll reports, if you have staff
- Your current bookkeeping file or spreadsheet, if any
How it works
- You tell us about the business and where the books stand
- You choose the work you want covered
- You upload statements — or mark them to send later
- We review, confirm scope, and open your monthly periods
What happens next
- Your request appears in My Services straight away
- We confirm the starting month with you before any work begins
- Once approved, each month shows its own status
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