Services
Three services.
One standard.
Scope, deliverables, and transparent pricing for every service I offer — no surprises, no retainer lock-ins.
01 — Bank Reconciliation
Bank Reconciliation
Monthly accuracy you can rely on
Scope of Work
Every month, I systematically match your bank and credit card statements against your internal records — catching discrepancies before they become problems. This service is designed for businesses that need clean, verified financials without the overhead of a full-time bookkeeper.
- All business bank accounts (checking, savings)
- Business credit card statements
- Payment processor accounts (Stripe, PayPal, Square)
- Petty cash reconciliation
- Prior period adjustments if needed
What You Receive
Every engagement includes the following deliverables, delivered securely through the client portal.
- 1Completed reconciliation report (PDF)
- 2Discrepancy log with resolution notes
- 3Outstanding items schedule
- 4Month-end balance confirmation
- 5Secure delivery via client portal
Pricing Tiers
All prices are estimates. Final pricing is confirmed after a brief intake review. No hidden fees.
Starter
Up to 1 bank account, up to 100 transactions
- 1 bank account reconciled
- Up to 100 transactions
- Monthly reconciliation report
- Email support
★ Most Popular
Up to 3 accounts, up to 300 transactions
- Up to 3 accounts reconciled
- Up to 300 transactions
- Discrepancy resolution included
- Monthly report + summary call
- Priority email support
Growth
Unlimited accounts, up to 600 transactions
- Unlimited accounts
- Up to 600 transactions
- Full discrepancy resolution
- Detailed reconciliation report
- Dedicated support line
Not sure which tier fits?
Use the estimate calculator or submit an intake form — I'll confirm the right scope for your business.