333 3rd Ave N Suite 400 Saint Petersburg, FL 33701

Upgrade Bookkeeping.

Reliable bookkeeping for small businesses.

We provide professional bookkeeping services to keep your records accurate, up to date, and ready when you need them.

 

Clear communication, Consistent & timely work.

Our Services
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What we do

We provide ongoing bookkeeping services for small businesses that need their records kept accurate and current.

Our work includes:

  • Categorizing transactions correctly
  • Support for GLCodes & Classes
  • Reconciling bank and credit card accounts
  • Attaching receipts and supporting documents
  • Reviewing and correcting entries as needed
  • Preparing clear financial reports
Consistent bookkeeping, done properly each month.
Your books are handled.

Accurate.

Up to date.

No loose ends.

In good hands
with Upgrade

Our core services

Monthly Bookkeeping

Ongoing bookkeeping services to keep your records accurate and current.

Monthly bookkeeping includes:

  • Categorizing transactions
  • Applying GL codes and classes
  • Reconciling accounts
  • Reviewing and correcting entries
  • Attaching documents to transactions
  • Preparing clear financial reports

Bookkeeping Cleanup

A one-time service to bring your books up to date and correct past issues.

Cleanup work typically includes:

  • Reviewing prior transactions
  • Correcting miscategorized entries
  • Reconciling bank and credit card accounts
  • Applying proper GL codes and classes
  • Attaching missing receipts and documents
  • Resolving discrepancies and open balances
See all our services

Bill pay services

We manage your bills so nothing is missed or paid late.

Bill Pay services include:
  • Entering and organizing vendor bills
  • Scheduling and processing payments
  • Tracking due dates and payment status
  • Keeping accounts payable accurate and current

This service is offered separately from bookkeeping and can be added based on your needs.

How it works

Getting started is simple.

You share a few basic details about your business and current bookkeeping. We review your situation and let you know what’s needed.

If cleanup is required, we handle it first.

Then we take care of your ongoing bookkeeping each month.

  • Clear steps.
  • No confusion.
  • No hidden work.
Pricing

Pricing is based on transaction volume and whether cleanup is needed. You receive a clear quote after review, before any work begins.

Ongoing services are billed monthly. One-time cleanup is quoted separately.

Get a quote
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