Bookkeeping

What this covers

Journal entries, bank and credit card reconciliations, payables and receivables, and recurring payment scheduling — kept current month to month so the books are ready when a deadline arrives rather than rebuilt in a rush. The practice works primarily in QuickBooks Online, and is certified in it.

Who it's for

Small businesses past the spreadsheet stage, and anyone whose books have fallen behind far enough that catching up alone has stopped being realistic.

What usually goes wrong

• A year of uncategorised transactions arriving at the filing deadline
• Personal and business spending mixed in the same account
• GST collected but never set aside, discovered at year end
• Books that reconcile but produce statements nobody uses to make decisions

How it works

Work begins with a review of what exists, and a plain account of what shape it is in and what catching up would take. Cleanup is quoted separately from the ongoing monthly work, so you can see which is which.

What it costs

A flat monthly fee based on transaction volume and the number of accounts. Catch-up work is quoted separately after a review of the file.