SMALL BUSINESS BOOKKEEPING

Clear Books. Clearer Business.

Reliable, practical bookkeeping support to keep your finances organized, your records current, and your business easier to manage.

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MORE CLARITY. LESS STRESS.

Bookkeeping That Keeps You Moving Forward

Running a business gives you enough to keep track of. Your books shouldn’t be another source of stress. Sage & Steel provides practical, dependable bookkeeping support to keep your records organized and give you a clearer picture of your business.

What I Can Take Off Your Plate

Practical bookkeeping support designed to keep your records organized, your accounts current, and your business moving forward.

01

Monthly Bookkeeping

Ongoing transaction categorization and account maintenance to keep your books accurate and up to date.

02

Bank Reconciliation

Regular bank and credit card reconciliations to make sure your records match your actual account activity.

03

Financial Reporting

Clear monthly reports that help you understand your income, expenses, and overall financial position.

04

Cleanup & Catch-Up

Help organizing overdue, incomplete, or confusing books so you can move forward with confidence.

05

QuickBooks Support

Assistance setting up, organizing, and improving your QuickBooks file and bookkeeping workflows.

06

Ongoing Support

Dependable help with bookkeeping questions, corrections, and the financial details that arise along the way.

A Simple Way to Get Started

Let’s Talk

We’ll discuss your business, your current bookkeeping, and where you need support.

Review Your Books

I’ll review your accounts, workflow, and bookkeeping needs to understand the scope of the work.

Get a Clear Plan

You’ll receive a recommended service plan and pricing based on what your business actually needs.

warm bookkeeping workspace
sage and steel botanical divider