Bookkeeping
you can rely on.
Accurate, current books give you a clear record of what’s happening in your business, without spending your nights sorting transactions, chasing reconciliations, or wondering whether the numbers are right.
SmartScale handles the monthly bookkeeping so your financial records stay organized, reconciled, and ready when you need them.
Your business needs accurate books. You don’t need to be the one keeping them.
Maybe your books are behind or you’re not completely confident they’re right. Or maybe they’re fine, but keeping them that way is taking time you’d rather spend running the business.
Either way, reliable bookkeeping gives you a financial foundation you can trust and gets the monthly work off your plate.
Bookkeeping may be a good fit if:
- ✓Your books are behind or reconciliations are inconsistent
- ✓You’re not fully confident your P&L or Balance Sheet is accurate
- ✓Bookkeeping keeps getting pushed to nights, weekends, or “when you get to it”
- ✓Your CPA regularly needs corrections or clean-up before tax work can begin
- ✓Your business has grown beyond a DIY bookkeeping process
- ✓You simply want the monthly bookkeeping handled consistently by someone else
What monthly bookkeeping actually covers
The recurring work that keeps your financial records accurate, current, and useful month after month.
Transaction categorization
Transactions recorded and categorized consistently so your financial statements reflect what is actually happening in the business.
Monthly reconciliation & close
Bank and credit card accounts reconciled and the books reviewed each month so your records stay current and accurate.
Monthly financial statements
Receive an up-to-date Profit & Loss and Balance Sheet so you have a clear view of your financial results and position.
AP & AR tracking
Visibility into what customers owe you and what your business owes, when applicable to your bookkeeping setup.
Year-end CPA support
Organized, up-to-date books and financial information ready for your tax professional at year-end.
Questions & communication
Have a question about your books? You won’t be left staring at a report wondering what you’re looking at.
Clean-up and catch-up can be scoped separately before ongoing monthly bookkeeping begins.
A simple monthly rhythm
Clear responsibilities, consistent bookkeeping, and financial records that stay current.
Start with your current setup
We’ll look at your accounting software, accounts, transaction volume, and where the books stand today.
Clean up what’s needed
If the books are behind or need corrections, we’ll scope that work separately and get the financial foundation in order.
Set the monthly process
We’ll define what SmartScale handles, what stays with you or your team, and what information is needed each month.
Keep the books current
Transactions, reconciliations, close, and financial statements are handled on a consistent monthly schedule.
Clear starting point. Scope that fits.
Pricing depends on transaction volume, number of accounts, complexity, and the level of support required.
Monthly Bookkeeping
- ✓Transaction categorization
- ✓Bank & credit card reconciliations
- ✓Monthly close
- ✓P&L & Balance Sheet
- ✓AP/AR tracking, when applicable
- ✓Year-end CPA support
Clean-Up & Catch-Up
- ✓Bring behind books current
- ✓Reconcile prior periods
- ✓Correct categorization issues
- ✓Chart of accounts clean-up, when needed
- ✓Prepare for a clean monthly start or CPA handoff
Keep the bookkeeping. Add the financial insight you need.
Some businesses need more than accurate monthly books, but not necessarily a full FP&A or CFO engagement. Bookkeeping can be combined with additional financial reporting, budget-to-actual analysis, forecasting, Controller support, or other financial analysis based on what your business needs.
About bookkeeping with SmartScale
How far behind can my books be?
That depends on the condition of the file, but being behind does not automatically rule out working together. Clean-up and catch-up are scoped separately so we can get the books current before moving into an ongoing monthly process.
Do I need to switch accounting software?
Usually not. If your current system is working well for the business, there may be no reason to change it. If the setup is creating accounting or reporting problems, we can talk through the options.
Will you handle bill pay and invoicing too?
AP and AR tracking can be part of the bookkeeping process. Bill payment, invoicing, and other transaction-processing responsibilities depend on your workflow and can be discussed as part of the scope.
What if I already have a bookkeeper?
You do not need to replace bookkeeping that is already working well. SmartScale can provide Controller Services, FP&A, forecasting, or Fractional CFO support alongside your existing bookkeeper or accounting team.
How is this different from what my CPA does?
Many CPAs primarily focus on tax compliance and year-end work. SmartScale focuses on keeping financial information current throughout the year and can work alongside your CPA or tax advisor so they have organized financial information when they need it.
Can I add forecasting or management reporting later?
Yes. Bookkeeping can stand on its own, or additional reporting, forecasting, Controller support, FP&A, or CFO-level guidance can be added when the business needs more financial visibility.
Ready to get bookkeeping off your plate?
Tell me how your bookkeeping works today, what’s taking too much time, and where you need help. We’ll figure out the right scope from there.
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