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Bank and credit card reconciliation, income and expense categorization, a profit and loss statement, and a balance sheet. We agree on any additional reports based on your business's needs.
Monthly Bookkeeping
Keep your records up to date and understand your business's income, expenses, and results.
When transactions pile up, it gets harder to know how your business is doing or prepare for tax season. Regular bookkeeping organizes your records so you can review your results and make decisions with current information.
We reconcile bank and credit card accounts, categorize income and expenses, and prepare your profit and loss statement (P&L) and balance sheet. If information is missing, we identify what is needed to close the period.
Speak with Ana Claudia about your business and the support you need. We work with QuickBooks Online and Desktop, including catch-up bookkeeping for overdue records. Service is remote, with an office in Winter Springs, Florida, and support in English, Portuguese, and Spanish for US business owners and international founders.
Talk to our accounting team
Schedule a free consultation or reach out directly for dedicated bookkeeping, payroll, and corporate tax support.
Initial Consultation
Schedule a direct 30-minute introductory call with Ana Claudia to discuss your bookkeeping, corporate taxes, or business setup in the United States.
- 30 minutes
- Google Meet or Phone
- Direct with Principal Accountant
No preparation required. Choose any open slot on our schedule.
Yes, both QuickBooks Online and QuickBooks Desktop. If you use another platform, we can review your setup and discuss whether a migration is needed.
Yes. We review the outstanding periods and available documents, then agree on a plan to reconcile past transactions before moving to ongoing bookkeeping.
Reports are prepared each month after reconciliation. We agree on the delivery schedule and the documents you need to provide at the start of the service.
Yes. We serve businesses across all 50 US states remotely, including companies with international founders. You can speak with us in English, Portuguese, or Spanish.