Services

Bookkeeping services for small businesses

Two ways we help: monthly bookkeeping and cleanup and catch-up bookkeeping — for small businesses in Bonita Springs, Naples & Southwest Florida, and remote clients nationwide. Bilingual Bookkeeping Services | English & Spanish.

Service 01

Monthly Bookkeeping

Ongoing bookkeeping designed to keep your financial records organized, reconciled, and up to date.

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  • Transaction categorization and review
  • Monthly bank reconciliation
  • Credit card reconciliation
  • Monthly financial statements
  • Chart of accounts maintenance
  • Ongoing bookkeeping support
Service 02

Cleanup & Catch-Up Bookkeeping

Behind on your books? We review, organize, reconcile, and clean up your bookkeeping so you can move forward with clearer financial records.

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  • Historical transaction review
  • Bank and credit card reconciliation
  • Uncategorized transaction review
  • Duplicate and error identification
  • Chart of accounts organization when necessary
  • Historical bookkeeping corrections within the agreed scope
  • Financial report review
  • Organized records for ongoing bookkeeping and/or your tax professional