Monthly Bookkeeping ("The Hive Keeper")

Our core service for ongoing financial management. Perfect for businesses that want consistent support and up-to-date financials.

- Categorization of all transactions

- Bank and credit card reconciliation

- Monthly financial statements (P&L, Balance Sheet, Statement of Cash Flows)

- Unlimited email support

Clean-Up & Catch-Up ("The Swarm Rescue")

Have your books fallen behind? No problem. We'll get everything organized, accurate, and ready for tax time or a fresh start.

- Reconciling past accounts for a specified period

- Correcting errors and re-categorizing transactions

- Organizing your chart of accounts

- Delivering a clean, reliable set of historical books

Financial Reporting & Strategy ("The Nectar Plan")

For business owners who want to go beyond the basics and use their financial data to make strategic decisions.

- Customized reports and dashboards

- Key Performance Indicator (KPI) tracking

- Budget vs. Actual analysis

- Quarterly review calls to discuss your financial performance

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