Monthly bookkeeping may include reviewing and categorizing transactions, reconciling bank and credit card accounts, maintaining an organized chart of accounts, reviewing records for accuracy, and preparing monthly financial reports.

The exact services included will be outlined in your proposed scope of work before the engagement begins.

Yes. Catch-up bookkeeping is designed for businesses with incomplete or overdue records.

The scope and pricing depend on factors such as how many months are involved, the number of accounts and transactions, and the current condition of the books.

Catch-up bookkeeping brings overdue months up to date.

Cleanup bookkeeping addresses errors or inconsistencies in records that may already be entered, such as duplicate transactions, incorrect categorization, unreconciled accounts, or inaccurate balances.

Some businesses may need both.

New bookkeeping setup establishes an organized bookkeeping system for a new or growing business.

It may include setting up QuickBooks Online, organizing the chart of accounts, connecting financial accounts, and establishing workflows for transaction review, reconciliation, and ongoing bookkeeping.

This is a bookkeeping service and not standalone QuickBooks training or technical support.

Ekzeteo currently uses QuickBooks Online to maintain client books.

During the initial conversation, we can discuss what system you currently use and whether QuickBooks Online is appropriate for your bookkeeping needs.

No. QuickBooks Online may be used as the bookkeeping platform, but Ekzeteo Bookkeeping does not offer standalone software training or technical-support services.

No. Ekzeteo does not provide tax preparation, tax advice, or legal advice.

Organized bookkeeping records and financial reports can help you prepare for conversations with your tax professional, but you remain responsible for working with a qualified tax professional regarding tax matters.

Pricing is customized because bookkeeping needs vary substantially from one business to another.

Factors may include transaction volume, number of financial accounts, number of months requiring catch-up work, condition of the existing books, and complexity of the business activity.

After learning about your needs and reviewing the scope of work, I will provide customized pricing before services begin.

Complete the contact form with some basic information about your business and bookkeeping needs.

I will follow up to learn more about your situation, determine whether we may be a good fit, and discuss the next steps.