Monthly & Catch-Up Financial Management
The unglamorous work that everything else depends on. Transactions recorded correctly, accounts reconciled on schedule, and a set of books that's ready when your lender, your board, or your tax return asks for it.
Begin with a professional consultation to discuss your service needs. The standard consultation fee is $100. Additional services are subject to a separately defined scope and engagement agreement.
Request a ConsultationWho it's for
The right fit
Owner-operated businesses, growing service firms, and nonprofits that want their books handled by someone accountable — whether you're down the road in Bowie or working with us entirely online.
What's included
Monthly transaction recording — line-by-line categorization from bank feeds or source documents.
Account reconciliation — bank, credit card, and merchant accounts tied out every month.
Accounts payable and receivable tracking — who owes you, who you owe, and what's aging.
Catch-up and cleanup financial records work — reconstructing prior months or years so you can start current.
Chart of accounts maintenance — a structure that reflects how your business actually earns and spends.
Process
How the engagement runs
Every engagement follows the same path, so you always know where you are in it.
Consultation
We start with a conversation about what you're trying to decide. If we're not the right fit, we'll say so.
Scope & engagement letter
The work, timeline, scope, and pricing are discussed upfront and agreed to in writing before anything begins.
The work
We handle the preparation, review, and filing — in-house, with a single point of contact throughout.
Review together
We walk you through the result and what it means for the next decision, not just hand over a file.
Expected outcome
A finished piece of work you understand, records that hold up to scrutiny, and a clear view of what the next decision requires.
Pricing
Pricing reflects transaction volume, complexity, and the work required. Catch-up work is scoped separately. Pricing and scope are agreed to in writing before work begins.
Questions
Frequently asked
Anything not covered here is fair game during the initial consultation.
- How often do you touch our books?
- Monthly for most clients. Businesses with high transaction volume or payroll cycles sometimes move to a twice-monthly rhythm so nothing piles up.
- Do you handle catch-up financial records?
- Yes. Reconstructing several months — or several years — of records is a common first engagement, scoped separately from ongoing work.
- Do you offer financial management locally in Bowie?
- We're based in Bowie, Maryland, so local clients can meet in person. The work itself is done securely online, which is also how we serve clients well outside Maryland.
Begin with a professional consultation to discuss your service needs. The standard consultation fee is $100. Additional services are subject to a separately defined scope and engagement agreement.
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