What You Can Expect Each Month

My services are designed to be proactive, not reactive. Instead of scrambling at tax time, you’ll always know where you stand.

Timely, reconciled books that reflect your real financial picture.
Flagged unusual transactions so you can approve or question them quickly.
Simple summaries that explain what changed and what you should keep an eye on.
Support when you or your CPA have questions about specific entries.

You don’t just get reports—you get a partner who helps you read them, challenge them, and trust them.

Bookkeeping ledger and laptop on a desk

Fraud-Monitored Records

Maintain accurate financial records with continuous monitoring designed to catch red flags before they become serious problems.

Secure Bank Reconciliation

Reconcile accounts while identifying unauthorized transactions and unusual patterns quickly.

Monthly Financial Reports

Clear monthly reports so you always know where your money is going: profit & loss, cash flow, and more.

Forensic Clean-Up

Deep-dive bookkeeping clean-up that uncovers discrepancies and puts fraud-resistant systems in place.

Income & Expense Tracking

Track income, expenses, and ensure proper categorization for accurate financial insights.

CPA Collaboration

Work directly with your CPA for tax filing and year-end reporting so everything is ready and accurate.