Monthly bookkeeping maintenance
Transactions reviewed and categorized, bank and credit-card accounts reconciled, and the books kept current from month to month.
Remote bookkeeping for small businesses
Too busy for
bookkeeping drama?
Monthly and quarterly bookkeeping for small businesses that want accurate books, straightforward pricing, and a remote process that respects everybody’s time.
- Service
- Monthly + quarterly
- Estimate
- A real range online
- Workflow
- Remote by design
RECONCILE / CURRENT PERIOD
BOOKS
WORKING BALANCE
$16,530.00
Current
ACCOUNTACTIVITYSTATUS
Operating+ 8,240.00Matched
Card− 3,190.00Matched
Expenses− 1,000.00Reviewed
Opening12,480.00Verified
DIFFERENCE
$0.00
ArtistsDesignersBuildersConsultantsProperty businessesNonprofitsIndependent professionals
01 / THE POINT
Your business does not need to look like everybody else’s.
Your books do need to make sense.
Reconcile & Co. keeps the financial side orderly without flattening every client into the same generic business. The industry can change. The standard does not: current records, clear communication, and no disappearing acts.
Serious about the numbers. Reasonable about everything else.
02 / WHAT GETS DONE
Periodic bookkeeping.
Done properly.
Focused support for businesses that need a professional bookkeeper, not an extra employee, daily administrator, or another complicated system.
Quarterly bookkeeping
A practical rhythm for smaller businesses that need accurate periodic books without paying for work they do not need every month.
Reports + tax-ready records
Profit & Loss and Balance Sheet reports, with final bookkeeping records organized for the separate tax professional who prepares the return.
Bookkeeping setup + workflow help
Practical help getting the bookkeeping structure and access in place, including a cleaner path for ongoing information and fewer loose ends.
03 / THE WORKING RELATIONSHIP
A good fit is not an industry.
It is a working style.
Reconcile works best with owners who are reasonably responsive, comfortable online, and looking for periodic professional bookkeeping—not an administrative assistant, on-call employee, or in-person office manager.
- 01 You are willing to use the systems required for a consistent remote workflow.
- 02 You can answer email and provide requested information reasonably on time.
- 03 You prefer a clear remote process over constant meetings.
- 04 You value a direct, long-term professional relationship.
- 01 You need routine accounts payable, accounts receivable, or payroll processing.
- 02 You are looking for tax preparation, legal advice, or financial planning.
- 03 You need an in-person employee or someone constantly on call.
- 04 You do not want to participate in providing access and information.
04 / A USEFUL RANGE BEFORE A PHONE CALL
Not a mystery package.
Not a fake instant quote.
Answer a short set of practical questions about the work, the current condition of the books, and how you prefer to operate. The estimator returns a preliminary planning range and quietly screens for services Reconcile & Co. does not provide.
Clear service fitRealistic rangeNo sensitive documents
Build my preliminary estimate
05 / HOW IT WORKS
A clear process.
Fewer loose ends.
You should know what Elizabeth needs, what happens next, and which system holds the actual financial information.
- 01
Use the estimator
Answer a few focused questions and receive a preliminary working range without writing an essay.
- 02
Confirm the fit
Elizabeth reviews the inquiry and sets up a brief phone or Zoom conversation when it appears appropriate.
- 03
Get connected
Accepted clients use the agreed bookkeeping and document systems rather than sending information across a dozen different places.
- 04
Keep it moving
Bookkeeping happens on the agreed monthly or quarterly rhythm, with purposeful questions and clear reports.
06 / ELIZABETH CASAGRANDE
Competent, direct,
and actually reachable.
Elizabeth brings more than a decade of independent bookkeeping experience, a bachelor’s degree in accounting, and many years of firsthand small-business experience. She is proactive, friendly, and a little bit of a smartass—in other words, serious enough for the books without making every conversation feel like a board meeting.
10+years of independent bookkeeping
1–2business-day response target
100%remote service by design
07 / START HERE
Thorough enough to be useful.
Short enough to finish.
The guided inquiry asks only what changes the service fit or pricing range. Relevant answers appear when needed; irrelevant questions stay out of the way.
No passwords, statements, Social Security numbers, tax documents, or other sensitive financial information belong in the inquiry.
PRELIMINARY ESTIMATORABOUT 3–4 MINUTES
- 01What help is needed?Monthly, quarterly, setup, cleanup, or not sure.
- 02Does the working style fit?Remote process, systems, responsiveness, and service boundaries.
- 03How much work is involved?Accounts, volume, payroll, sales tax, entities, and condition of the books.
- 04See the range.The inquiry is saved in Elizabeth’s private organizer for review.