21st Century Services

For Small Businesses

Bookkeeping

Stay on top of your finances with our comprehensive monthly virtual bookkeeping services. Designed to save you time and eliminate the stress of managing your books, we ensure your financial records are accurate, organized, and up to date. We work virtually, so we serve clients all over the US!

Our monthly bookkeeping services include:

Transaction Recording: Categorizing and reconciling all income and expenses to keep your accounts balanced.

Bank & Credit Card Reconciliation: Ensuring your financial statements match your bank and credit card accounts for accuracy.

Accounts Payable & Receivable Tracking: Monitoring invoices and payments to maintain a clear picture of your cash flow.

Monthly Financial Reports: Providing detailed profit & loss statements, balance sheets, and cash flow statements to help you make informed decisions.

Expense Categorization: Assigning expenses to the correct accounts for proper tracking and tax preparation.

Ongoing Support: Answering your questions, providing insights, and assisting with financial planning as needed.

Let us handle your bookkeeping so you can focus on growing your business with confidence and peace of mind.

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Cleanup

Is your financial data disorganized or incomplete? Our Bookkeeping Cleanup Services are designed to get your books back on track and ready for smooth, accurate management. Whether you’re preparing for tax season, catching up on overdue records, or simply starting fresh, we’re here to help!

Our cleanup services include:

Review of Financial Records: An in-depth assessment of your current bookkeeping to identify errors, discrepancies, and missing information.

Reconciliation of Accounts: Bringing your bank, credit card, and other accounts into alignment with your financial statements.

Categorization of Transactions: Properly classifying all income, expenses, and transfers for clarity and compliance.

Fixing Errors: Correcting data entry mistakes, duplicate transactions, and miscategorized expenses.

Year-to-Date Adjustments: Ensuring your books reflect accurate year-to-date financial activity for reporting and tax preparation.

Financial Reporting: Providing updated reports, including profit and loss statements, balance sheets, and cash flow summaries.

A clean set of books is essential for making informed decisions and maintaining compliance. Let us take the stress out of your financial cleanup so you can move forward with confidence.

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Individual Wealth Management

Managing substantial personal wealth requires meticulous attention to detail and a deep understanding of financial complexities. Our Individual Wealth Management Bookkeeping Services are designed to provide high-net-worth individuals with tailored solutions that simplify financial oversight while preserving and growing their assets.

Our services include:

Comprehensive Financial Tracking: Organizing and categorizing all personal income, expenses, and investments to provide a clear view of your financial health.

Asset Management Oversight: Maintaining detailed records of your properties, investments, and other high-value assets to ensure everything is accounted for.

Customized Reporting: Generating personalized financial reports, including cash flow summaries, net worth statements, and expense breakdowns, to support informed decision-making.

Bill Payment Management: Tracking and scheduling payments for recurring expenses, mortgages, or high-value purchases to keep everything on time and accurate.

Tax Preparation Support: Collaborating with your CPA or financial advisor to provide accurate records and documentation for efficient tax planning and filing.

Confidentiality and Security: Ensuring your financial data is handled with the utmost discretion and protected using secure bookkeeping practices.

Our goal is to make managing your wealth effortless and stress-free, allowing you to focus on what matters most to you. Let us help you stay organized and in control of your finances with personalized bookkeeping solutions.