Services
Bookkeeping services for Rhode Island small businesses
One flat monthly fee, scoped around what your books actually need. Based in East Providence and working with owner-run businesses statewide.
Monthly bookkeeping
Every transaction categorised, every account reconciled, and a closed set of books every month.
Read more →Catch-up and cleanup
Books that are months or years behind, rebuilt into a clean trial balance you can file from.
Read more →QuickBooks cleanup
A file that has drifted, put right: chart of accounts, undeposited funds, duplicates and broken bank feeds.
Read more →QuickBooks ProAdvisor
Certified by Intuit on QuickBooks Online. Setup that fits the business, plus training if you want to keep doing part of it yourself.
Read more →Financial statements
Profit and loss, balance sheet and cash position, prepared monthly and ready for your CPA.
Read more →How the work is scoped
There are no packages here. Two businesses with the same revenue can need completely different amounts of work, so the fee is built around your books rather than a tier you have to fit into. You can include everything on this page or only the parts you actually need.
Monthly bookkeeping is the ongoing service. Catch-up work is scoped and quoted separately, because it is a one-off project with a defined end, and it is usually the first thing we do if your records are behind. What determines your fee explains how both are priced.
Built around your trade
The mechanics of bookkeeping are the same everywhere. What changes is what the numbers have to tell you, and every trade below has at least one thing that goes wrong in a way generic bookkeeping never catches.
Contractors and trades
Job costing, retainage, progress billing and subcontractor records that are ready in January.
Read more →Restaurants and food service
Daily sales recorded as sales, prime cost you can trust, and delivery app commissions that actually appear.
Read more →Auto repair shops
Parts margin and labour margin separated, with cores, sublet and warranty claims tracked as real money.
Read more →Owner-operators and fleets
Cost per mile, settlements broken out, and per-truck numbers that show which unit is carrying the operation.
Read more →Salons and barbershops
Booth rent and commission recorded as the different things they are, and gift cards treated as a liability.
Read more →Working with a CPA firm?
If you are an accountant rather than a business owner, there is a page for that. Short version: I do not prepare or file returns, so I am not competing for your client. I hand back books that reconcile.
What I do not do
Being straight about the edges saves everyone a wasted call:
- Payroll. I do not run payroll or file payroll returns.
- Tax returns. I am a bookkeeper, not a CPA, and I do not file returns. What I do is hand your CPA a set of books they can file from without rework.
- 1099 filing. I prepare the vendor list and the totals; your CPA files them.
Plenty of bookkeepers cover those. I would rather tell you now than halfway through onboarding.
Not sure which one you need?
Tell me where things stand. I will recommend a scope, including anything you can leave out.
Book a call