Accounting
Small Business Accounting Services
Most small businesses do not need more spreadsheets. They need one set of numbers that is current, consistent, and explainable.
We provide ongoing accounting support for growing U.S. small businesses: transactions recorded correctly, accounts reconciled, a month-end close that actually closes, and reporting that answers the questions an owner asks.
The problem
When accounting stops keeping up with the business
Early on, a bookkeeper and a bank balance are usually enough. As revenue grows, payroll gets larger, and the business takes on bigger commitments, that setup starts to break down. Reports arrive late. Categories drift. The profit on the income statement does not match what the bank account is doing.
The result is decision-making by feel. Pricing, hiring, and spending choices get made without knowing what the last quarter actually produced.
Signs you may need this
- You cannot get a clean profit and loss statement within a couple of weeks of month-end
- Your accountant only sees the business once a year at tax time
- The balance sheet has accounts nobody can explain
- Revenue is growing but the cash position feels tighter
- You are making pricing or hiring decisions without current numbers
- A lender, insurer, or partner asked for statements you did not have ready
What we do
How the work actually runs
01
Assess the current state
We review your accounting file, chart of accounts, prior periods, and how work actually flows through the business before changing anything.
02
Fix the foundation
Corrections to the chart of accounts, opening balances, reconciliations, and any historical issues that would distort the reporting.
03
Run the ongoing accounting
Transaction coding, bank and credit card reconciliations, accounts payable and receivable review, payroll journal entries, and supporting schedules.
04
Close the month properly
Accruals, prepaids, fixed assets, loan interest and principal splits, and a review pass before anything is sent to you.
05
Report and discuss
Financial statements plus a short written summary of what changed, followed by a review call at an agreed cadence.
Deliverables
What you receive
- Monthly profit and loss, balance sheet, and cash flow statement
- Reconciled bank, credit card, and loan accounts
- A documented chart of accounts your reports actually follow
- Month-end close checklist with a consistent close date
- Written month-end commentary in plain English
- A named point of contact for questions during the month
- Year-end package prepared for your tax preparer
Outcome
What changes
You get numbers on a schedule instead of on request. Margin questions get answered with data instead of memory. Year-end stops being an archaeology project.
Just as importantly, you can hand a lender, an insurer, or a prospective partner a set of statements without apologizing for them first.
Best suited to
- Owner-led U.S. businesses between roughly $500K and $10M in revenue
- Companies that have outgrown do-it-yourself bookkeeping
- Businesses adding payroll, locations, or product lines
- Owners who want a monthly rhythm rather than an annual scramble
FAQ
Frequently asked questions
Related services
Where clients usually go next
Bookkeeping
Bookkeeping Services for Small Businesses
Online bookkeeping services for U.S. small businesses. Accurate coding, monthly reconciliations, and books that stay current instead of falling behind.
Monthly close
Monthly Accounting and Month-End Close
Outsourced monthly accounting and month-end close for U.S. small businesses: reconciled accounts, accruals, reviewed statements, and a fixed close date.
Reporting
Financial Reporting for Small Businesses
Management financial reporting for small businesses: clear statements, margin analysis, and KPI reporting that explains what happened and what to do next.
Next step
Discuss Your Accounting
Tell us what your books look like today and what you need them to tell you.