St. Louis bookkeeping support for owners who want clean, reliable numbers.

If your books are behind, unreconciled, or you don’t trust the numbers, cleanup is the correct starting point.

Common cleanup outcomes:

∙ Bank and credit card accounts reconciled

∙ Transactions categorized and corrected

∙ Duplicates, miscoding, and “Ask My Accountant” cleaned up

∙ QuickBooks structured for easier month-end close going forward

Best for: businesses with messy QuickBooks, catch-up needs, or recent growth that outpaced the books.

Typical engagement: fixed-scope project (timeline depends on months behind and complexity).

Next step: Request a QuickBooks Health Check.

Ongoing bookkeeping to keep your QuickBooks current and your financials consistently usable—not just “entered.”

Monthly support may include:

∙ Bank/credit card reconciliations

∙ Transaction categorization and cleanup as you go

∙ Vendor and customer maintenance (as needed)

∙ Clear, consistent monthly bookkeeping cadence

Best for: owners who want predictable, ongoing support and clean books each month.

Delivery model: monthly retainer.

Next step: Request a QuickBooks Health Check.

For owners who want a true monthly close process and reliable reporting they can use to run the business.

Close + reporting may include:

∙ Reconciliations and close checklist execution

∙ Review for errors, misclassifications, and anomalies

∙ Accruals/prepaids as needed (depending on your reporting needs)

∙ Monthly financial package (P&L, Balance Sheet, and optional KPI views)

Best for: businesses ready to operate with monthly numbers and make decisions based on reporting, not gut feel.

Delivery model: monthly retainer (often paired with bookkeeping support).

Next step: Request a QuickBooks Health Check.

This is for businesses that don’t just need “clean books,” but need the underlying process fixed so the mess doesn’t come back.

Process improvement may include:

∙ Clean monthly workflows and internal controls

∙ Streamlining AP/AR processes

∙ Chart of accounts cleanup and reporting structure

∙ Documentation and training for consistency (lightweight, practical)

Best for: growing businesses that want repeatable systems, fewer surprises, and smoother month-end operations.

Engagement type: fixed-scope project or short-term retainer depending on scope.

Next step: Request a QuickBooks Health Check.