Servicing businesses from sunny St Petersburg, Florida

Certified Intuit ProAdvisor

Our Services

We offer bookkeeping services at two levels, depending on the level of accounting responsibility your business requires.

Our services are structured to support accuracy, consistency, and clear financial reporting, whether your bookkeeping needs are straightforward or require full monthly close oversight.

Monthly Bookkeeping — Standard

Ongoing transactional bookkeeping for businesses with straightforward activity and established accounting structure.

Includes:

  • Transaction categorization
  • Bank and credit card reconciliations
  • General ledger coding using established rules
  • Review and correction of routine errors
  • Standard financial reports

Does not include:

  • Accruals or deferrals
  • Constructed journal entries
  • Journal entries from Excel, Access, CSV, or external systems
  • Period-close accounting judgments

Standard Bookkeeping is appropriate when transactions flow directly into the accounting system and do not require external data transformation or manual journal construction.

Monthly Bookkeeping — Full-Charge

End-to-end ownership of your books through monthly close.

Full-Charge Bookkeeping is designed for businesses that require active accounting involvement beyond transactional maintenance.

Includes:

  • All Standard Bookkeeping services
  • Accruals, deferrals, and adjusting entries
  • Constructed journal entries
  • Journal entries from Excel, Access, CSV, or third-party systems
  • Structural general ledger corrections
  • Monthly close with finalized financial statements
Full-Charge Bookkeeping includes journal entry construction from external data sources where transactions are not directly integrated with the accounting system.

Bookkeeping Cleanup

One-time or phased services to bring your books up to date, accurate, and reliable.

Cleanup services address historical issues, incomplete records, or structural inconsistencies before ongoing bookkeeping begins.

Cleanup work may include:

  • Historical transaction review
  • Reconstruction from external data sources
  • Correcting misclassifications
  • Rebuilding bank and credit card reconciliations
  • Adjusting and correcting journal entries

Cleanup work may involve Full-Charge Bookkeeping depending on complexity.

Add-On Services

Add-On Services support specific needs that fall outside standard monthly bookkeeping.

These may include targeted reporting, special reconciliations, or structured data preparation related to your ongoing bookkeeping work.

Availability depends on scope and current engagement level.

End-of-Year & Special Projects

Services provided outside the standard monthly workflow, including year-end preparation and one-off accounting projects.

These engagements are scoped separately based on requirements and timing.

How to get started

The process begins with a bookkeeping request.

We review:

  • Your transaction volume
  • Your current bookkeeping structure
  • Whether Full-Charge Bookkeeping is required
  • Whether financial data is maintained outside your accounting system

From there, you receive a clear scope and next steps.

Submit a bookkeeping request
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