21st Century Services

For Small Businesses

📘 Monthly Basic Bookkeeping Services

Perfect for busy small-business owners who want peace of mind—and more time in their day.

✅ Consistent, Accurate Records
We track your income and expenses, reconcile your bank and credit card accounts, and organize your financial data each month—so you always know where you stand.

✅ Financial Clarity, Delivered Monthly
Receive clear, easy-to-understand monthly reports. No financial jargon—just the essential numbers you need to plan and grow.

✅ Stress-Free Tax Prep
Stay ahead of tax season with well‑organized records, reconciliations, and financial summaries, ready when your accountant needs them.

✅ Starter Support + Scalable Add‑Ons
Build from here: add quarterly reviews, payroll, or invoice tracking as your business grows—no surprises, great flexibility.

💡 Why Our Monthly Plan Works

Sleep more, worry less. Weekly frustrations turn into monthly insights—with none of the bookkeeping headache.
Predictable budgeting. One flat monthly fee keeps your finances under control—and avoids surprise cleanup charges later.
Focus on what you love. You’re in business to do what you’re great at. Let us keep your books clean.

🔗 Ready to Simplify Your Books?

Let’s chat! Reach out today for a free 30-minute consultation to see how our Monthly Basic Bookkeeping Services can help you regain time, reduce stress, and keep your business finances on track.

💼 Ongoing Financial Services

Invoice Management (A/R)
We’ll handle your invoicing—from creating and sending to following up—so you get paid faster and can track outstanding invoices with ease (think automated reminders and intuitive aging reports)

Bill Management (A/P)
We'll manage your incoming bills, ensuring timely payments and helping you avoid late fees and vendor strain.

Payroll Monitoring (via Gusto or similar)
With integrations like Gusto, we’ll monitor your payroll—payroll runs, tax filings, employee deductions, time tracking—without you needing to dive into the weeds.

Cash Flow Management
Stay ahead of your cash needs with real-time visibility on inflows and outflows, helping you plan for expenses and growth.

Budgeting
Set budgets and monitor with periodic check ins.

Financial Analysis Call
Every month (or quarter), we’ll hop on a call to review your financials, answer questions, and decide on next steps.

Systems & Process Advisory
We'll help optimize your workflow—from bookkeeping routines to software setups—to keep you efficient and scalable.

📊 Catch‑Up & Cleanup Services

What’s included:

Initial review & assessment of your current bookkeeping setup — or fresh QuickBooks Online account setup tailored to your business
Complete historical bookkeeping, catching you up to today’s date
In-depth analysis of the catch‑up period to surface key insights, trends, and opportunities hidden in your financial data
Full suite of financial reports, including Profit & Loss, Balance Sheet, Cash Flow, and Trial Balance — ready to hand off to your tax preparer
One-on-one review call to walk through the reports, answer your questions, and pinpoint the best next steps for your growth

How we do it

Document collection: Gather bank & credit card statements, receipts, invoices, payroll and tax docs
Reconciliation & categorization: Clean up transaction history in QuickBooks — fix duplicates, misclassifications, missing entries
Query resolution: Reconcile AR/AP, payroll, inventory, and chart of accounts to ensure everything is accurate
Reporting: Generate detailed financial statements — P&L, Balance Sheet, Trial Balance, Cash Flow — fully reconciled and tax-ready
Review meeting: We walk you through the results, highlight growth insights, clarify any questions, and recommend ongoing best practices

Why it matters — no judgment, just support

Hey, I get it—life happens, and sometimes the bookkeeping falls behind. No shame here. Think of this as us teaming up to bring clarity back to your finances. Here's why a cleanup matters:

Better cash flow visibility
When your books are accurate and organized, you’ll finally see what’s coming in and going out—so you can avoid surprises and plan ahead confidently.
Tax prep made easier
Clean and categorized records mean fewer headaches—and fees—when tax season arrives.
Reliable, decision-ready reports
With a clear picture of revenue, expenses, and profit trends, you’ll make smarter business choices—and spot growth opportunities much more easily.
Peace of mind
No more "I hope it's right." Clean books give you confidence, not anxiety—and let you focus on what you do best , The whole reason why you started your business to begin with.

Our Promise to You

To ensure the quality of my work and the personal attention to each client, I only accept 3 new clients monthly. Price Packages begin at $350 Monthly. I offer bi-weekly payments & discounts for catch-up services.
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