Services / GATES LLC

Monthly bookkeeping.
A clearer financial picture.

Accurate monthly bookkeeping gives you a dependable view of your business. We organize transactions, reconcile accounts, and prepare reports on an agreed schedule.

Professionals discussing financial reports around a table

What your monthly service can include

  • Transaction categorization
  • Bank and credit card reconciliations
  • Profit and loss statements
  • Balance sheet preparation
  • Expense tracking and review
  • Organized records for your tax preparer

Our process

Keep your books current. Every month.

01

Share your records

We agree on the accounts, reporting requirements, and document-sharing process.

02

Reconcile and review

We categorize transactions, reconcile balances, and review questions with you.

03

Receive clear reports

You receive the reports included in your plan, on your agreed schedule.

Agree on the right scope before we begin.

We confirm the work, required records, pricing, and delivery schedule with you. If your needs change, we discuss the next steps together.

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Bring clarity to your next business decision.

Tell us what your business needs. We’ll help you find the right next step.

Book a free consultation
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