From Daily Transactions to Clear Financial Reports

Bertelli’s Bookkeeping offers reliable, personalized bookkeeping services designed to keep your financial records accurate, organized, and up to date. Services include:

  • Account Reconciliation: Comparing your financial records with bank and credit card statements to identify discrepancies and ensure every transaction is recorded correctly.

  • Income and Expense Tracking: Categorizing and monitoring your business income and expenses so you have a clear understanding of where your money is coming from and where it is going.

  • Accounts Receivable and Accounts Payable: Helping you track customer payments, outstanding invoices, upcoming bills, and other financial obligations.

  • Financial Reports: Preparing clear financial reports that help you understand your business’s performance, monitor cash flow, and make informed decisions.

  • Bookkeeping Clean-Up and Catch-Up: Organizing incomplete, outdated, or disorganized records and bringing your books up to date.

  • Tax Preparation Support: Organizing your financial records and reports so they are accurate, complete, and ready to provide to your tax professional.

Services can be customized to meet the specific bookkeeping needs of your small business.