Services
Practical accounting support for freelancers and small businesses. Pick a focused engagement (cleanup/catch-up), or set up a recurring monthly close routine.
Bookkeeping (ongoing)
Consistent categorization, reconciliations, and tidy systems so you always know where things stand.
- Transaction categorization and reviews
- Bank and card reconciliations
- Vendor/customer hygiene
- Month-end summaries
Monthly close support
A repeatable close process—built to reduce backlogs and last-minute surprises.
- Close checklist tailored to your workflow
- Reconciliation + variance review
- Accrual/deferral coordination (where applicable)
- Deliverable pack: P&L, balance sheet, notes
Cleanup / catch-up
If your books fell behind, we can stabilize them and get you back to a clean baseline.
- Backlog processing and reconciliations
- Category fixes and chart-of-accounts cleanup
- Duplicate/unclear transaction resolution support
- Hand-off documentation for staying clean
Invoicing & collections workflow
Improve AR hygiene with simple rules, templates, and a monthly rhythm.
- Invoice templates and naming conventions
- AR aging review and follow-up cadence
- Deposit matching / payment tracking
- Customer-level consistency
AP workflow & vendor coordination
Reduce missed bills and last-minute payments with a predictable AP routine.
- Bills intake + approvals workflow (simple)
- Due-date planning and cashflow awareness
- Vendor consistency and documentation
- Expense policy guidance (lightweight)
Management reporting (simple, useful)
Not “more reports”—just the few that help you make decisions.
- Monthly summary (what changed, what matters)
- Cashflow snapshot
- AR/AP overview (if relevant)
- Category-level trends
Tooling & automation
Reduce manual work safely with rules, templates, and process improvements.
- Bank rules + categorization templates
- Document naming conventions
- Close checklist and monthly cadence
- Light workflow automation suggestions
Not sure what you need?
Send a short description of your situation (tools + monthly volume + deadlines). You’ll get a clear recommendation and next steps.