Bookkeeping Services for Small Businesses
Keep your books clean, your financials accurate, and your business tax-ready year-round. We handle the numbers so you can focus on growing.
Finvera Advisory provides monthly bookkeeping, catch-up bookkeeping, and tax-ready financial reporting for LLCs, S-corps, founders, and self-employed business owners. Whether you need ongoing monthly support or a one-time cleanup before tax season, we deliver accurate, organized books that your CPA will love.
Monthly Bookkeeping Services
Stay on top of your finances with recurring bookkeeping that keeps your records current, categorized, and reconciled every month. We handle transaction categorization, bank and credit card reconciliations, monthly close procedures, and financial statement preparation.
- Transaction categorization and coding
- Bank and credit card reconciliation
- Monthly P&L and balance sheet reports
- Accounts receivable and payable tracking
- Monthly close support and review
Pricing is based on your monthly transaction volume. Contact us for a custom quote.
Get a Custom Quote
Catch-Up and Clean-Up Bookkeeping
Behind on your books? We'll organize and reconcile months (or years) of transactions so your records are accurate and tax-ready. Whether you're behind by one quarter or three years, we'll bring your books current — fast.
- Organize months or years of backlogged transactions
- Reconcile all bank and credit card accounts
- Correct miscategorized transactions
- Deliver clean financials ready for tax filing
- Identify deductions that may have been missed
Scope and pricing depend on how far behind your books are. We'll assess and quote before starting.
Contact for Quote
Bookkeeping for LLCs and S-Corps
If you operate as an LLC or S-Corp, your bookkeeping needs go beyond basic categorization. We support owner compensation planning, distribution tracking, payroll reconciliation, and entity-level financial reporting that keeps your business compliant and tax-efficient.
- Owner draw and distribution tracking
- Reasonable compensation documentation for S-Corps
- Payroll reconciliation and quarterly review
- Entity-level P&L, balance sheet, and cash flow reports
- Year-end tax preparation support and CPA coordination
Tax-Ready Financial Reporting
Every bookkeeping engagement includes clear, accurate reports delivered on a schedule you can count on.
Profit & Loss Statement
Monthly income and expense breakdown so you always know where your money is going.
Balance Sheet
A clear snapshot of your assets, liabilities, and equity at any point in time.
Cash Flow Report
Understand how cash moves through your business so you can plan ahead.
Year-End Tax Package
Everything your CPA needs for a smooth, accurate tax filing — no scrambling at year-end.
How the Bookkeeping Process Works
Onboarding
We connect to your accounting platform and bank feeds, review your current books, and build a plan.
Records Review
Our team reviews your historical transactions, flags issues, and corrects any misclassifications.
Monthly Bookkeeping
Ongoing categorization, reconciliation, and reporting — delivered consistently every month.
Reporting & Support
Monthly reports delivered to your inbox. Year-end package prepared for tax filing. Ongoing support as needed.
Bookkeeping FAQs
If you have regular transactions — invoices, expenses, payroll, or contractor payments — monthly bookkeeping keeps your records current and tax-ready. It also helps you make informed financial decisions throughout the year instead of scrambling at tax time.
Catch-up bookkeeping is a one-time engagement where we organize and reconcile months or years of backlogged transactions. It's ideal if you've fallen behind on your books and need clean financials for tax preparation, loan applications, or business planning.
Absolutely. Many of our clients come to us right before tax season needing their books organized. We prioritize catch-up engagements during Q1 and Q4 to ensure your financials are accurate before your return is prepared. We also coordinate directly with your tax preparer — or handle the return ourselves through our tax preparation services.
Yes. We specialize in bookkeeping for LLCs, S-Corps, and other small business entities. Our reporting is tailored to each entity type, including owner draw tracking, distribution reporting, and reasonable compensation documentation for S-Corp owners. Need help choosing the right entity? Explore our business formation services.
For monthly bookkeeping clients, reports are delivered by the 15th of the following month. You'll receive a P&L, balance sheet, and any custom reports relevant to your business. Year-end packages are delivered in January to support timely tax filing.
Get Started With Bookkeeping Services
Clean books are the foundation of smart business decisions. Let us handle the numbers while you focus on growth.