WHAT I DO
Monthly Bookkeeping Services
for Small Businesses
Personalized bookkeeping that keeps your financial records organized, up to date, and useful.
TrueCount provides monthly bookkeeping for restaurants, food and beverage businesses, and select owner-led small businesses.
Own a restaurant? See our restaurant bookkeeping services →
Are you spending valuable time trying to keep up with your books when you could be focused on running and growing your business? You should not have to choose between doing the work you love and keeping your financial records in order.
TrueCount Services provides personalized monthly bookkeeping so your accounts are reconciled, your records stay current, and your reports give you a clearer picture of where your business stands. I handle the bookkeeping while you focus on running the business.
What Does Monthly Bookkeeping Include?
Monthly bookkeeping typically includes:
Bank and credit card reconciliations
Transaction review and categorization
Monthly close and account review
Profit-and-loss and balance-sheet reporting
Follow-up on unusual, missing, or incomplete activity
Two questions I hear from almost every new client:
How does it work? And what will it cost?
The answer depends on the business. Your transaction volume, number of accounts, current condition of the books, and the level of support you need all affect the scope and price.
That is why I begin with a conversation and take the time to understand your business before recommending a service. You will receive a clear proposal outlining what is included and the cost before any work begins.
You can also review my starting prices here.
WHY SMALL BUSINESS OWNERS WORK WITH ME
Peace Of Mind
Know that your accounts are being reviewed consistently and your records are being kept current, with clear communication whenever something needs your attention.
More Time For What Matters
Spend less time catching up on spreadsheets, transactions, and unfinished bookkeeping. When your books are handled consistently, you can focus more of your time on your customers, your team, and running the business.
One Dedicated Bookkeeper
When you work with TrueCount Services, you work directly with me. No rotating account managers and no explaining your business repeatedly to someone new. You have one consistent point of contact who understands your books.
From Overwhelmed to In Control
Running a business means managing a lot at once, and bookkeeping is often the responsibility that gets pushed aside. When financial records are incomplete or out of date, it becomes difficult to know where the business truly stands.
I help bring the books under control by reconciling accounts, organizing transactions, addressing outstanding bookkeeping issues, and establishing a consistent monthly process. You receive current records, clear reports, and communication about anything that still needs your attention.
Make Better Decisions
Current, dependable financial records give you a stronger foundation for day-to-day business decisions without relying on guesswork.
Get Back in Control
Know what has been reconciled, what remains outstanding, and where to find the financial information you need.
SERVICE HIGHLIGHTS
Monthly Bookkeeping
Built Around Your Business
From our first conversation to your monthly close, here's how I keep your books accurate, organized, and always working in your favor.
Reporting That Speaks Your Language
Financial reports should help you understand your business, not leave you with more questions. Each month, you receive clear financial reports that show what happened during the reporting period and help you understand where the business stands.
Your reporting package will be tailored to your business's needs and the services included in your engagement. Additional reports, custom reporting, or more frequent review meetings can be added when appropriate.
No unnecessary jargon or overwhelming spreadsheets, just organized financial information presented in a way that is easier to understand and use.
A Bookkeeping System Tailored to Your Business
Every business is different, and its bookkeeping process should reflect how it operates. I begin by reviewing your QuickBooks account, financial accounts, transaction flow, and reporting needs. From there, I organize the chart of accounts, address outstanding issues where needed, and establish a repeatable monthly bookkeeping process.
Some businesses need more detailed reporting, while others need a straightforward monthly profit-and-loss statement and balance sheet. Your reporting package will be based on what is useful for your business and included in your agreed scope.
Already have a process in place but need help with QuickBooks? I can maintain an existing system or recommend practical improvements. Cleanup work, specialized consulting, and other services outside ongoing monthly bookkeeping can be scoped separately.
Your Own Dedicated Bookkeeper, Without the Overhead
Hiring a full-time, in-house bookkeeper comes with salary, payroll taxes, benefits, paid time off, and other employment costs. With TrueCount Services, you receive ongoing bookkeeping support without adding a full-time employee to your payroll.
I get to know your business and maintain your books through a consistent monthly process. Because you work directly with me, not a rotating team, your questions do not have to pass through multiple people before reaching someone familiar with your accounts.
HOW IT WORKS
A simple, proven process,
built around you.
03.
ONGOING SUPPORT
I Stay Right By Your Side
Once the initial setup is complete, the monthly bookkeeping process begins. I reconcile your accounts, review activity, close the books, deliver your financial reports, and communicate with you about questions or items that need attention. You continue working directly with me throughout the engagement.
01.
ONBOARDING
I Get to Know Your Business
Every new client relationship starts with a conversation, not a contract. I take the time to understand your business, the current condition of your books, and what you need from a bookkeeper. There are no assumptions or one-size-fits-all recommendations, just an honest discussion about whether my services are the right fit.
02.
SETUP & ORGANIZATION
I Get Your Books in Order
Once I understand your needs, I begin setting up or cleaning up your QuickBooks Online account, organizing the chart of accounts, and establishing a bookkeeping process that fits the way your business operates. The goal is to begin ongoing monthly bookkeeping with a clear, dependable foundation.
Ready to Talk?
Personalized bookkeeping for small business owners who already have enough on their plate
I work with owner-led businesses throughout Greater Nashville and remotely, including restaurants, cafés, bars, food trucks, bakeries, and other small businesses that need accurate, dependable bookkeeping without hiring a full-time employee.
You started your business to do work you care about, not to spend evenings reconciling accounts and tracking down receipts. I keep your books organized and up to date so you can stay focused on operating and growing the business.
Let’s talk about what is happening in your books, what support you need, and whether TrueCount Services is the right fit.
Get in touch
Proud Member of the Mt. Juliet Chamber of Commerce.
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