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Books that stay current, not a shoebox you dread
It's the end of the quarter and your receipts are in three places, the invoices aren't matched up, and your accountant is asking for things you can't find. We keep the day-to-day bookkeeping tidy all year, so the numbers are always current and the handoff is clean.
The everyday bookkeeping, kept on top of
We handle the routine record-keeping so the figures are always ready. Your accountant still owns the tax side.
Invoice tracking
Every invoice raised, sent, and chased recorded, so you always know what's paid and what's still owed.
Expense categorization
Receipts and card spending sorted into the right categories, so nothing deductible gets lost or miscounted.
Account reconciliation
Bank and card statements matched to your records each month, so the books agree with what actually moved.
Clean accountant handoff
A tidy, organized set of records delivered when your accountant needs it, so their work is faster and cheaper.
Off your plate in three steps
1. We set up the routine
We look at your current setup, agree how receipts and statements reach us, and set a simple rhythm that fits your month.
2. We keep it current
Invoices tracked, expenses categorized, and accounts reconciled on a regular cycle, so the books never fall behind.
3. Your accountant gets clean records
When tax time comes, everything is organized and ready, so there's no scramble and no surprise bill for cleanup.
If your books only get touched when something's due, this is for you
Small business owners and freelancers who'd rather not spend evenings on data entry and reconciliation, and who want their accountant working from clean numbers. It pairs well with data entry for getting records straight and document preparation for the paperwork around it.
Bookkeeping support, answered
Do you replace my accountant?
No. We keep the day-to-day books tidy so your accountant gets clean, organized records. They handle the tax filing and advice, and our work makes their job faster and cheaper.
Which bookkeeping tools do you work in?
The common ones such as QuickBooks, Xero, and FreshBooks, plus a well-built spreadsheet if that's what you use. We work inside your existing setup rather than asking you to switch.
How do I get receipts and statements to you?
Whatever is easiest for you. A shared folder, forwarded emails, or a connected bank feed. We agree a simple routine up front so nothing slips through the cracks.
Ready to stop dreading the books?
Tell us how your bookkeeping looks right now. We'll show you how we'd keep it current and what it costs.
Get a quoteOften handled together
Data Entry & List Cleanup
Get transactions, records, and lists entered accurately and kept free of duplicates.
Document Preparation
Invoices, statements, and reports formatted and ready to send or file.
All Virtual Assistant Services
See the full range of admin and assistant work we can take off your plate.