The Standard.
Most business owners don't realize their books are wrong until they can't make payroll. Don't be one of them. Here is what to expect from our pros.
Category
The Amateur
The Pro (Us)
Reconciliation
Monthly bulk coding of "uncategorized" transactions
Weekly categorization with vendor rules and attachment verification
Communication
Ghosting you until April 14th
Monthly video recap of P&L + active Slack/Email channel
Revenue
Cash basis only (bank deposits = income)
Proper revenue recognition (accrual) matching delivery to income
Payroll
Booking net wages only (ignoring taxes)
Gross wages reconciliation + liability tracking
Technology
Desktop software or Excel files
Cloud-native stack (QBO/Xero + Dext + Gusto)
Not sure where your books stand?
Take the Free Health Check →Stop settling for amateur hour.
If your current bookkeeper is doing the stuff in the red column, you are paying for a liability, not an asset.