Services
Practical bookkeeping support built around accurate records, dependable processes, and financial information you can actually use.
Monthly Bookkeeping
Transactions categorized, bank and card accounts reconciled, and the books closed on a dependable schedule. The aim is simple: accurate, current books you can rely on when making decisions.
What’s included
- Transaction categorization
- Bank and credit card reconciliations
- Month-end review and close
- Profit & loss and balance sheet
- Monthly financial reporting
- Ongoing bookkeeping maintenance
Clean-up & Catch-up
For books that have fallen behind. Records brought current, discrepancies traced and resolved, and a cleaner process established for keeping the books on track going forward.
What this involves
- Bringing overdue months current
- Reconciling bank and credit card accounts
- Reviewing uncategorized or incorrectly recorded transactions
- Correcting bookkeeping inconsistencies
- Preparing the file for ongoing monthly bookkeeping or tax preparation
Every clean-up is scoped after we have reviewed the books, so the work and the price are agreed before anything begins.
QuickBooks Setup & Bookkeeping Systems
Starting fresh or outgrowing your current setup? We can help organize QuickBooks Online, establish a practical chart of accounts, and create bookkeeping processes designed around the way your business actually operates.
What this can include
- QuickBooks Online setup
- Chart of accounts review and setup
- Bank and credit card connections
- Opening balance setup
- Bookkeeping workflow development
- Transition into ongoing monthly service
Need more than bookkeeping?
Some businesses need additional support beyond the monthly close. Services such as accounts payable, accounts receivable, invoicing support, or other recurring bookkeeping tasks may be available depending on the engagement.
Where bookkeeping ends
Ivy Counting House focuses on bookkeeping and financial recordkeeping. Income tax preparation, tax filing, legal advice, and audit or assurance services are not provided. When needed, we can work alongside your CPA, tax preparer, payroll provider, or other professionals.
Pricing
Bookkeeping should be predictable. Your bill should be, too.
Ongoing bookkeeping is offered at a fixed monthly rate based on the size and complexity of your business, including transaction volume, number of accounts, and the level of support required.
Clean-up, catch-up, and setup projects are quoted separately after a review of the work involved.
You will know the scope and the price before work begins. No surprise hourly bills.
Inquiries
Let’s put your books in order.
Tell us a little about your business and how things are kept at the moment. We will reply personally.