Bank & Credit Card Reconciliations
Bank & Credit Card Reconciliations are how I make sure what is in QuickBooks actually matches what is in your real accounts in Staten Island, NY. Without this step, reports can be off, income can be missed, and small errors can snowball into big problems.
Each month, I compare your bank and credit card statements to the transactions in your books, line by line. I look for duplicates, missing charges, misapplied payments, and strange activity that might signal mistakes or even fraud. When I finish, every cleared transaction is accounted for, and your balances tie out perfectly.
Accurate reconciliations give you reliable numbers for tax filings, loan applications, and day-to-day decisions. They also bring peace of mind, because you know your financial reports are based on real, verified data-not guesses.
Each month, I compare your bank and credit card statements to the transactions in your books, line by line. I look for duplicates, missing charges, misapplied payments, and strange activity that might signal mistakes or even fraud. When I finish, every cleared transaction is accounted for, and your balances tie out perfectly.
Accurate reconciliations give you reliable numbers for tax filings, loan applications, and day-to-day decisions. They also bring peace of mind, because you know your financial reports are based on real, verified data-not guesses.
Pricing
Monthly Bookkeeping Packages
Starter
$325.00
I handle two accounts and 100 transactions, delivering monthly reconciliations, categorized expenses, and clear Profit & Loss reports to keep your solopreneur business tax-ready.
Growing
$695.00
I manage three accounts, payroll entries, and AP/AR tracking. You receive full monthly financial statements and quarterly review calls to confidently scale your small business.
Established
$1,450.00
I oversee five accounts, sales tax, 1099s, and AP/AR workflows. Get custom KPI dashboards and priority support from your dedicated, remote small-business financial partner.
Ready To Talk?
Share a few details about your business, and I will follow up with a friendly, judgment-free reply to answer questions and explore whether my bookkeeping support fits.