Accounting & Payroll
Bookkeeping Support
Categorized transactions, clean records, reports your accountant can trust.
Who this is for
- Small businesses
- Agencies
- Consultants
Problems solved
- - Books behind
- - Uncategorized transactions
What I handle
Transaction categorization
Bank reconciliation
Monthly close prep
Deliverables
- ✓ Monthly clean books
- ✓ Exceptions report for your accountant
Tools
XeroGoogle Sheets
Process
- 01Weekly
Categorize + reconcile.
- 02Monthly
Close prep for accountant.
Example workflows
- - Weekly reconciliation → month-end pack
KPIs I track
Days-to-closeException rate
Frequently asked
Do you file taxes?
No - that's your accountant.
Related
Related services
Ready to hand this off?
Tell me a little about your team and this workstream - I'll come back with fit and a starting plan.