Bookkeeping and reconciliations
Bank, credit card, loan, and payment accounts reviewed each month so balances match reality and unusual activity gets flagged early.
Bookkeeping for small business owners
Sue's Bookkeeping
Clean monthly books, catch-up help, and easy-to-read reports so you can spend less time sorting transactions and more time running the business.
Monthly close
Transactions categorized and accounts reconciled.
Cleanup support
Behind on the books? Start with a practical catch-up plan.
CPA-ready reports
Year-end handoff is easier when the books stay current.
What Sue can take off your plate
Bookkeeping services built around the way your business actually runs.
Every engagement starts by understanding your accounts, transaction volume, payroll or contractor needs, and how you want to use your numbers.
Cleanup projects
Messy or behind books are scoped clearly, cleaned methodically, and brought current so ongoing bookkeeping has a solid starting point.
A/R and A/P support
Invoice tracking, vendor bill organization, payment matching, and aging reports help keep cash movement visible.
Payroll record support
Payroll reports can be recorded and reconciled in the books while your payroll provider remains the system of record.
Financial statements
Profit and loss, balance sheet, and plain-English notes give you a clearer read on income, expenses, and trends.
Software organization
Chart of accounts, bank feeds, categories, and month-end routines can be organized for smoother ongoing work.
A simple working rhythm
Clear steps, fewer surprises.
The goal is not just tidy books. It is a repeatable process that gives you confidence month after month.
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01
Fit call
Talk through the business, current bookkeeping setup, accounts, software, and what feels messy or uncertain.
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02
Scope and setup
Define what is included, gather access securely, and create a written plan for cleanup or monthly support.
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03
Monthly close
Categorize transactions, reconcile accounts, ask clarifying questions, and prepare the agreed reports.
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04
Review and refine
Spot trends, improve categories, and keep the books ready for decisions, lenders, and tax season.
Why clients call Sue
Helpful, steady bookkeeping for owners who want the details handled.
Sue's Bookkeeping is designed for small business owners, solo operators, and growing teams that need accurate records without turning bookkeeping into another job.
The work is practical: keep accounts reconciled, keep questions moving, keep reports readable, and help your accountant or tax preparer start from cleaner information.
- Clear monthly communication
- Organized documentation and categories
- Support for catch-up, cleanup, and ongoing books
- No invented packages before your books are reviewed
Pricing
Packages are quoted after a quick review.
Monthly bookkeeping depends on transaction volume, number of accounts, cleanup status, payroll activity, sales tax, A/R, A/P, and reporting needs.
After the fit call, Sue can recommend a clear scope so you know what is included before work begins.
Common questions
Before you hand over the books.
What if my books are behind?
That is common. Sue can review how many months need cleanup, what accounts are involved, and whether there are missing statements or duplicate entries before giving you a plan.
Do you prepare taxes?
This site is written around bookkeeping support. If tax preparation is offered, add those details after Sue confirms the scope. Otherwise, clean books can be coordinated with your CPA or tax preparer.
Can you work with my payroll provider?
Yes, payroll record support can be included. Payroll providers handle pay runs and filings, while the bookkeeping keeps payroll activity properly recorded and reconciled.
Do I need QuickBooks?
QuickBooks Online is a common fit for small businesses, but the right setup depends on the business. Sue can review what you are using now before recommending changes.
Get started
Tell Sue what is going on with the books.
Send a short note about your business, what software you use, and whether you need monthly bookkeeping, cleanup, or both.
hello@sbk.wks-hq.com
Serving small businesses locally and remotely
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