Bookkeeping for service businesses
Know where your business stands. Every month.
Accurate monthly books, a consistent close, and straightforward reporting for service business owners across the Triangle.
Built for busy owners
Your books shouldn’t compete with running your business.
Customer work, payroll, vendors, purchases, and collections all move quickly. Your bookkeeping should keep pace without demanding your constant attention.
Income and expenses
Keep business activity consistently categorized so the month’s results are easier to understand.
Cash and open balances
Review receivables, payables, and cash activity so unanswered balances do not disappear into the background.
Time and mental bandwidth
Replace the recurring bookkeeping scramble with a process that closes the month and identifies what still needs your input.
The monthly rhythm
A close process you can follow.
Gather and review
Review connected accounts and source documents before the month gets away from you.
Reconcile and review
Reconcile bank and credit-card accounts, categorize activity, and review A/R and A/P.
Close and communicate
Deliver core financial statements with a straightforward month-end summary and unresolved items.
Month-end output
More than categorized transactions.
Reliable month-end numbers, a clear view of where revenue comes from, and an understanding of which costs are changing can help inform strategic decisions. They also free up mental bandwidth to focus on making those decisions.
Profit and Loss
See how each type of revenue and cost contributes to the month’s result.
Balance Sheet
Understand what the business owns, what it owes, and where cash is tied up.
A/R and A/P
See expected cash inflows and upcoming obligations more clearly.
Month-end summary
Turn the month’s key movements into useful priorities without carrying every number in your head.
Start with one month
Your first month for $500.
If you don’t believe the work delivered clear value, you’ll receive a full refund.