
This service includes setting up and maintaining accounting software and organizing financial activity through connected bank and merchant accounts.<br>
Services may include:
Transaction recording
Accounts payable tracking
Bank and credit card reconciliation
Merchant account reconciliation
Payroll journal entries
Invoicing and deposit posting
Periodic financial review meetings
Basic financial reports

Personal bookkeeping helps individuals stay on top of income, expenses, and budgeting. This service focuses on expense tracking and financial organization to support better money management.
Basic bookkeeping is ideal for smaller operations or individuals with moderate transaction volume.<br>
This plan may include:
Up to approximately 300 transactions per period
Bookkeeping software subscription (QuickBooks, Xero, or similar)
Ongoing transaction categorization and organization
Premium bookkeeping offers expanded support for clients who require more detailed organization and reporting.
This plan includes everything in the Basic Bookkeeping package, plus additional support and enhanced functionality based on your needs.

You choose the services you need. Our bookkeeping support is customizable, allowing you to select the level of assistance that fits your situation.

Please complete our consultation form and select a convenient time to discuss your needs and get started.

During a no-obligation call or chat, we’ll review your situation, explain how we can help, and outline next steps.

Once we agree on the scope of services, we begin managing your bookkeeping so you can focus on your priorities with confidence.
Bookkeeping is the process of recording and organizing financial transactions such as income, expenses, and payments.
A bookkeeper records financial activity, organizes transactions, and helps maintain accurate financial records.
Absolutely. Each plan has a different set of services that are customized to your business’ needs. It is normal for your business’ needs to change over time and when that happens, we’ll be here to support your move into the subscription that works for you.
During your consultation, we help determine the level of bookkeeping support that best fits your situation.
No. Bookkeeping focuses on recording and organizing financial data. Accounting involves analysis, reporting, and advisory services.
Schedule a consultation to discuss your needs and explore how U-Consults can support your financial organization.