Services

Comprehensive bookkeeping services are designed to support your business at every stage of growth. Whether you are launching a new venture or refining existing systems, dependable bookkeeping keeps your financial records accurate, organized, and up to date. Support is structured in three levels to ensure your business receives the appropriate level of financial oversight based on transaction volume, number of accounts, and overall complexity.

Designed for solopreneurs and lower-volume businesses that need consistent monthly maintenance and organized financial records.

Includes:

• Transaction classification 
• Monthly bank and credit card reconciliations (up to 2 financial accounts) 
• Standard financial reports (Profit & Loss and Balance Sheet) 
• Secure document sharing 
• Email communication during business hours
   

Additional low-activity accounts may require adjustment to the appropriate level of support based on transaction volume and complexity.

Designed for businesses that require more active financial management and structured oversight.

Includes everything in Essential, plus:

• Reconciliations for up to 4 financial accounts 
• Accounts payable and/or receivable management (moderate monthly volume)
• Vendor records maintained and categorized appropriately
• Monthly financial review call 
• Ongoing communication during business hours
   

Additional accounts or increased transaction volume may require placement in a higher level of support.

Designed for established businesses with higher transaction volume and increased operational complexity who desire consistent financial collaboration.

Includes everything in Growth, plus:

• Expanded account management (account volume evaluated based on complexity) 
• Higher transaction activity support 
• Accounts payable and receivable management (higher monthly volume)
• Year-end account reconciliation and financial statements organized for your CPA
• Ongoing collaboration with your CPA 
• Monthly financial strategy call
   

Preparation and filing of 1099 forms and tax returns remain the responsibility of your CPA. 

Depending on your level of service, monthly bookkeeping may include:

• Transaction classification
• Monthly bank and credit card reconciliations 
• General ledger management 
• Accounts payable and receivable management 
• Vendor records maintained and categorized appropriately
• Financial reporting 
• Custom bookkeeping solutions 
• CPA-ready reporting and collaboration
   

Services are tailored to align with your business activity and operational needs.

Behind on your bookkeeping? Structured catch-up services are available to bring your records up to date and properly reconciled.

Each project begins with a diagnostic review to determine:

• What corrections are required 
• The estimated timeline for completion 
• The appropriate level of investment
   

Cleanup services are project-based and structured to ensure accuracy before ongoing monthly support begins.

A detailed review of your bookkeeping file may be required prior to beginning services. This review assesses account structure, reconciliation status, and transaction activity to ensure accurate recommendations and appropriate placement within a level of support.

For new businesses or those transitioning into QuickBooks Online, structured setup and customization services are available based on your business model and operational needs.

Learn what to expect when partnering with Symmetry Bookkeeping.

• Personalized Support
  Work directly with a dedicated bookkeeper who understands how your business operates and provides support tailored to your specific needs.
• Accuracy & Reliability
  Your financial records are maintained with consistency and attention to detail, ensuring dependable reporting you can rely on.
• Structured Financial Reporting
  Financial statements are prepared with clarity and organization, giving you accurate data to make informed business decisions.
• Thoughtful Pricing
  Services are structured to reflect the level of support your business requires while maintaining quality, professionalism, and long-term value.

Ready to strengthen your financial systems and support sustainable growth? Contact us to get started.