Bookkeeping

Know where your business stands every month

Recurring bookkeeping support designed to keep records organized, reports current, and tax preparation less stressful.

Best for

Operating businesses that want reliable financial visibility without handling every bookkeeping task themselves.

GAD approach

Clear scope, written pricing, accurate credentials, connected service routing, and one workspace for the work that follows.

Problems we solve

Common reasons clients request this service

Books are always behind
Transactions are uncategorized
Accounts are not reconciled
Reports are unavailable
Tax season is stressful
What is included

A clear, practical scope

Chart-of-accounts review
Transaction categorization
Bank and credit-card reconciliation
Monthly income-and-expense summary
Profit-and-loss reporting
Balance-sheet overview when applicable
Questions and monthly review
Service options

Choose the level of support that fits

Bookkeeping Foundation

New or low-transaction businesses

Custom quote
Monthly
Account organization
Monthly categorization
Monthly reconciliation
Income-and-expense summary
Tax-ready record organization
Recommended

Bookkeeping Management

Established operating businesses

Custom quote
Monthly
Everything in Foundation
Profit-and-loss statement
Balance-sheet overview
Cash-flow summary
Monthly review

Bookkeeping Growth

Growing or more complex businesses

Custom quote
Monthly
Everything in Management
Class or project tracking
Multiple accounts
Receivable/payable support
Quarterly business review

Prices are provided after GAD reviews scope, complexity, volume, software, deadlines, and any third-party costs. No paid work begins without written approval.

How it works

One connected path from request to completion

01

Tell us what you need through the chatbot, service form, or free consultation.

02

Meet with a GAD representative to review your goals, current situation, budget, and timeline.

03

Receive a written action plan, recommended scope, pricing, and next steps before work begins.

04

Track requests, progress, documents, and deliverables through the connected GAD workspace.

Questions

Frequently asked questions

Do you work with QuickBooks?+

GAD can support QuickBooks-based workflows and may also evaluate other tools based on the business's needs.

Are prices fixed?+

Pricing depends on transaction volume, number of accounts, complexity, catch-up work, and reporting needs. GAD provides a written quote before service begins.

Next step

Let’s identify the right scope before you spend.

Schedule a free consultation to discuss the situation, expected deliverables, timing, and whether this service is the right fit.

Schedule a Free Consultation