SMALL BUSINESS BOOKKEEPING SERVICES
Bookkeeping Services
Small business bookkeeping services for owners who need accurate monthly books, account reconciliations, cleanup, and dependable financial reports. Keep bank, credit-card, loan, payroll, owner, and payment-processor activity organized so tax preparation and business decisions start with cleaner numbers.
CPA-Reviewed
Monthly Close
Tax-Ready Books
Clean Books. Fewer Financial Surprises.
Starting now gives us time to reconcile accounts, correct bookkeeping issues, and establish a reliable monthly close before tax or reporting deadlines create pressure.
WHO THIS IS FOR
This service may be a good fit if you:
For owners who need accurate monthly books, reconciled accounts, and dependable reporting without managing it alone.
Books are behind or unreconciled
Need monthly books and reports
Use multiple accounts or processors
Want cleaner records before tax filing
SERVICE OVERVIEW
Small Business Bookkeeping, Reconciliations and Cleanup
Hyman Financial Solutions provides monthly bookkeeping services for small businesses, fitness and wellness companies, real estate investors, and service-based businesses that need accurate records and a dependable close process. We categorize transactions, reconcile bank and credit-card accounts, review loans and payroll activity, reconcile payment processors when included, and prepare monthly profit and loss statements and balance sheets.
Reliable bookkeeping requires more than transaction entry. We investigate unreconciled balances, duplicate or missing transactions, uncategorized activity, owner contributions and draws, loan movements, and other items that can distort the financial statements. When cleanup is required, we define the correction period and supporting records first, then establish a repeatable monthly process that keeps the books current and tax-ready.
Designed For:
Small Businesses
Fitness Businesses
Real Estate Investors
What We Handle
Monthly Bookkeeping, Cleanup, and Reconciliations
The approved scope may include transaction classification, bank and credit-card reconciliations, catch-up or cleanup work, payment-processor reconciliation, payroll and loan review, balance-sheet cleanup, owner-equity review, and monthly financial statements. Pricing is based on transaction volume, account complexity, cleanup needs, systems, and reporting requirements.
01
Monthly transaction categorization
Business income and expenses recorded consistently using an organized chart of accounts and the supporting information available.
02
Bank and credit card reconciliations
Bank and credit card balances matched to statements so missing, duplicate, or incorrectly recorded transactions can be identified.
03
Bookkeeping cleanup and catch-up
Prior-period bookkeeping reviewed, corrected, and brought current before or alongside an ongoing monthly bookkeeping engagement.
04
Payment processor and clearing reconciliation
Stripe, merchant processor, clearing, and settlement activity reconciled when included in scope so recorded revenue and deposits remain supportable.
05
Loan, payroll, and owner activity review
Loan payments, payroll entries, owner contributions, draws, and other recurring balance-sheet activity reviewed for consistent bookkeeping treatment.
06
Tax-ready monthly close
Monthly books closed with key accounts reconciled and open bookkeeping questions identified so year-end tax preparation starts from cleaner records.
Why It Matters
Bookkeeping Problems Cost More the Longer They Remain Unresolved.
Unreconciled accounts, duplicate expenses, missing transactions, incorrect loan balances, and unclear owner activity can distort financial reports and delay tax preparation. The longer discrepancies remain unresolved, the harder it becomes to trace them back to source records. A structured monthly close identifies issues earlier, keeps the balance sheet supportable, and gives you financial statements that are more useful for tax filings, cash management, and operating decisions.
Unreconciled accounts and unreliable cash balances
Duplicate, missing, or incorrectly classified transactions
Tax delays caused by incomplete or unsupported books
WHAT YOU CAN EXPECT
Current Books. Reconciled Accounts. Reliable Reports.
The goal is a repeatable bookkeeping process that keeps transactions classified, accounts reconciled, balance-sheet activity supportable, and monthly reports ready when you need them.
01
Accurate Monthly Books
Transactions are categorized and bank, credit-card, loan, payroll, and selected processor activity are reconciled within the approved scope.
02
Cleaner Balance Sheets
Unusual balances, duplicate entries, uncategorized activity, owner transactions, and prior-period issues are identified for review and correction.
03
Tax-Ready Financials
Profit and loss statements and balance sheets stay organized so tax preparation and year-end review start from more dependable records.
01
Request Your Bookkeeping Review
Tell us about the business, accounting software, accounts, transaction volume, payroll, payment processors, and current bookkeeping concerns.
02
Connect the Financial Records
Provide accounting access and requested bank, card, loan, payroll, and processor statements through the secure client process.
03
Complete Cleanup and Begin Close
We confirm any cleanup work, monthly responsibilities, reporting schedule, document deadlines, communication process, and recurring pricing.
HOW IT WORKS
A Clear Process From Cleanup to Monthly Close
We review the books, accounts, transaction volume, and existing issues, define any cleanup work, and confirm the recurring close process before service begins.
Frequently Asked Questions
Bookkeeping Questions, Answered Clearly.
Review common questions about monthly bookkeeping, QuickBooks Online, reconciliations, bookkeeping cleanup, payment processors, owner transactions, financial statements, and tax-ready books.
What is included in your monthly bookkeeping service?
Monthly bookkeeping may include transaction classification, bank and credit-card reconciliations, review of loans and owner activity, selected payment-processor reconciliations, and preparation of monthly financial statements. The exact scope is confirmed after we review your accounts, transaction volume, systems, and reporting needs.
Can you clean up bookkeeping that is behind or inaccurate?
Yes. We can review prior-period records, identify inconsistencies, reconcile accounts, correct classification issues, and bring the books current before ongoing monthly bookkeeping begins. Cleanup scope and pricing depend on the number of periods, accounts, transaction volume, and condition of the records.
Do you work with QuickBooks Online?
Yes. We commonly work with QuickBooks Online and can help organize the chart of accounts, review bank and credit-card connections, investigate reconciliation issues, and establish a consistent monthly close process. Any conversion, cleanup, or software requirements are confirmed before work begins.
Can you reconcile payment processors, loans, and owner transactions?
Yes, when included in the engagement. We can reconcile selected payment processors and loan activity, review owner contributions and distributions, and investigate balances that do not agree to supporting records. The required work depends on the systems used and the availability of statements or transaction reports.
How soon should I begin bookkeeping cleanup or monthly service?
Begin as soon as records become incomplete, reconciliations fall behind, or reliable reports are needed. Starting early provides more time to resolve discrepancies and produce tax-ready books before filing, financing, lender, or management-reporting deadlines.