REVIEW & SUPPORT

List of Services


    DIY your books — but with a safety net.

    This package is perfect for solopreneurs and small businesses who want to handle their own books but don’t want things snowballing into a mess by year-end.

    Every month (or quarter), we’ll reconcile all your bank and credit card accounts, double-check that everything’s categorized correctly, record any payroll or tricky journal entries, and flag anything that needs fixing — before it turns into a problem.

    And when you’re stuck wondering “how the heck do I categorize this?” — we’re here. Think of us as your behind-the-scenes support system: real humans, no judgment, just answers.

    WHAT'S INCLUDED:
    • Monthly or quarterly account reconciliations for bank & credit cards
    • Review & corrections of your categories (no messy surprises)
    • Payroll & other journal entries if needed
    • Feedback & tips to keep your books tidy
    • Ongoing Q&A support whenever you’re stuck

    HEADS UP!
    This isn’t for everyone. Not every business should DIY their books — but for solopreneurs and startups who want to keep it lean and have very simple accounting, this is a smart, affordable way to stay on track — with zero big cleanups down the road.
    HOW TO GET STARTED?
    Want to keep doing it yourself. but smarter? Let's keep your books clean and your brain calm.

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