Upgrade
Bookkeeping
& Automation
designed for precision, speed & accuracy
What we do
Upgrade Bookkeeping provides dependable, system-driven bookkeeping for small and mid-sized businesses.
Our work focuses on maintaining clean, accurate financial records that reflect real activity and support informed decision-making—month after month.
We approach bookkeeping as an ongoing system, not a one-time task.
How we approach the work
Our process emphasizes:
This approach allows us to maintain accuracy over time while keeping the experience straightforward for business owners.
Types of businesses we support
We support both service-based and inventory-based businesses, including organizations with:
Our experience includes performing arts organizations such as theaters, as well as businesses with non-standard data flows or external reporting needs.
Services at a glance
We offer bookkeeping services at two levels, depending on the level of accounting responsibility your business requires:
Monthly Bookkeeping — Standard
For businesses with straightforward activity and established accounting structure.
Monthly Bookkeeping — Full-Charge
For businesses that require end-to-end ownership through monthly close, including constructed journal entries and accounting judgment.
How Engagement Works
The process begins with a bookkeeping request.
We review:
From there, you receive a clear scope and next steps.