Services
Bookkeeping Work, Described in Plain Terms.
Every service below states who it is for, what it fixes, what you provide, what Custom One handles, what you receive, and how often the work happens.
Monthly Bookkeeping
Transactions pile up between tax seasons, and by the time anyone looks, nobody remembers what half of them were.
How to begin: Send the current state of your file and the systems you use.- Who it is for
- Owner-operated and growing businesses that need each month finished on a predictable schedule.
- What you provide
- Access to bank, card, and payment-processor activity, plus answers to questions about unusual items.
- What Custom One handles
- Transaction categorization, account reconciliation, review of the completed period, and the month-end report package.
- What you receive
- Reconciled accounts, financial statements for the month, and a short list of anything still open.
- How often
- Monthly, on an agreed schedule after the prior month closes.
- How to begin
- Send the current state of your file and the systems you use.
Catch-Up Bookkeeping
Open months block filing, financing, and any real understanding of how the business performed.
How to begin: Tell us the last month you believe was accurate.- Who it is for
- Businesses several weeks or several years behind on recording activity.
- What you provide
- Statements and records for the open period, and access to the accounting file if one exists.
- What Custom One handles
- Scoping the open months, recording activity, reconciling accounts period by period, and flagging gaps in the records.
- What you receive
- Completed prior periods, reconciled accounts, and a written summary of assumptions and missing documentation.
- How often
- A defined project, sequenced oldest to newest or newest to oldest depending on urgency.
- How to begin
- Tell us the last month you believe was accurate.
Bookkeeping Cleanup
Duplicated transactions, miscategorized activity, stale balances, and a chart of accounts that grew without a plan.
How to begin: Share which reports currently look wrong and why.- Who it is for
- Businesses whose books exist but no longer produce reliable reports.
- What you provide
- Access to the existing file and context on how the business actually operates.
- What Custom One handles
- Diagnosing the file, correcting categorization, clearing duplicates and stale items, and restructuring the chart of accounts.
- What you receive
- A corrected file, an explanation of what was changed, and a maintainable structure going forward.
- How often
- A defined project, often followed by ongoing monthly work.
- How to begin
- Share which reports currently look wrong and why.
Bank and Credit-Card Reconciliation
Unreconciled accounts mean every downstream report is uncertain, however tidy it looks.
How to begin: List the accounts the business uses, including merchant and payment processors.- Who it is for
- Any business whose recorded balances no longer match statement balances.
- What you provide
- Complete statements for each account in the period.
- What Custom One handles
- Matching activity to statements, tracing differences to their source, and documenting unresolved items.
- What you receive
- Reconciled accounts with a clear record of any difference still under review.
- How often
- Monthly, or as part of a catch-up or cleanup project.
- How to begin
- List the accounts the business uses, including merchant and payment processors.
Financial Reporting
Standard report defaults often obscure how a specific business earns and spends.
How to begin: Send an example of a report you currently find hard to use.- Who it is for
- Owners and managers who need to read the numbers, not just file them.
- What you provide
- How you think about the business: revenue lines, cost drivers, and what decisions the reports inform.
- What Custom One handles
- Preparing statements from reconciled books and presenting them in a layout that matches the business.
- What you receive
- Income statement, balance sheet, and cash summary, with notes on anything unusual in the period.
- How often
- Monthly, with quarterly and annual summaries available.
- How to begin
- Send an example of a report you currently find hard to use.
Year-End Bookkeeping
Year-end arrives with open months, missing documentation, and unreconciled accounts.
How to begin: Tell us your fiscal year end and who prepares your returns.- Who it is for
- Businesses closing a fiscal year and preparing records for filing.
- What you provide
- Remaining statements, documentation for large or unusual items, and prior-year returns if relevant.
- What Custom One handles
- Completing open periods, reconciling all accounts, and organizing the year into a reviewable package.
- What you receive
- A closed year with reconciled accounts and an organized record set.
- How often
- Annually, ahead of the filing deadline.
- How to begin
- Tell us your fiscal year end and who prepares your returns.
Tax-Professional Coordination
Bookkeeping questions surface late, during filing, when everyone is under time pressure.
How to begin: Introduce us to the person who prepares your returns.- Who it is for
- Businesses whose returns are prepared by an outside CPA, EA, or tax preparer.
- What you provide
- Your tax professional's contact details and permission to communicate with them.
- What Custom One handles
- Delivering the year-end package, answering bookkeeping questions, and recording agreed adjustments.
- What you receive
- Books that agree with what was filed, and adjustments recorded in the accounting file.
- How often
- Annually at year end, plus during the year as questions arise.
- How to begin
- Introduce us to the person who prepares your returns.
Not Published Yet
The following services are held back from the live site until Custom One confirms it offers them: Accounts Payable, Invoicing and Receivables, Payroll Coordination, QuickBooks Support.
Pending confirmationPayroll processing, tax preparation, CFO work, advisory, and software resale are not advertised anywhere on this site.