Bookkeeping support built around your business
The right level of support — without paying for services you don't need.
Every business is different. Your bookkeeping should be too. Whether you need dependable monthly bookkeeping, help getting months of transactions caught up, or someone to clean up books that aren't quite right, Waters Edge Bookkeeping provides support based on what your business actually needs.
Stay current. Stay confident.
Monthly Bookkeeping
Keep your books current, accounts reconciled, and financial information ready when you need it.
Ideal for
Freelancers and small business owners who want ongoing peace of mind.
What's included
- Transaction categorization and coding
- Bank and credit card reconciliation
- Monthly profit & loss statement
- Balance sheet and cash flow report
- Dedicated bookkeeper support
Behind on your books? Let's fix that.
Cleanup & Catch-Up Bookkeeping
Behind on your books or concerned something isn't right? I'll help identify issues, correct problems, and bring your records up to date.
Ideal for
Business owners who've fallen behind or suspect something isn't right.
What's included
- Full historical transaction review
- Account reconciliation for all periods
- Corrected financial statements
- Tax-ready books delivered to your CPA
- Summary of findings and recommendations
Understand your business, not just your numbers.
Financial Reporting
Receive organized financial reports that help you understand what's happening in your business — not simply pages of numbers.
Ideal for
Business owners who want clarity and insight, not just data.
What's included
- Monthly profit & loss statements
- Balance sheet preparation
- Cash flow statements
- Year-over-year comparison reports
- Custom reporting on request
Stay on top of what's coming in and going out.
Accounts Payable & Receivable Support
Stay better organized with bills, payments, customer invoices, and outstanding receivables.
Ideal for
Business owners juggling multiple vendors and clients who need better organization.
What's included
- Vendor bill tracking and payment scheduling
- Customer invoice creation and tracking
- Outstanding receivables follow-up
- Aging reports for payables and receivables
- Cash flow visibility support
Get more out of the tools you already have.
QuickBooks Online Support
Get your QuickBooks Online file organized and develop efficient processes that make your bookkeeping easier to maintain.
Ideal for
Business owners who use QuickBooks Online but want it working better for them.
What's included
- Chart of accounts setup and cleanup
- Bank feed connection and categorization rules
- Workflow and process optimization
- Training for DIY bookkeeping confidence
- Ongoing support as your business grows
The details that keep your business running right.
Administrative & Compliance Support
Additional support is available for selected administrative tasks and business compliance needs.
Ideal for
Business owners who need reliable support beyond the books.
What's included
- 1099 preparation and filing
- Sales tax tracking and reporting
- Document organization and record-keeping
- Coordination with your CPA or tax preparer
- Custom administrative support on request
Specialized support
Bookkeeping for Professional Practices & Law Firms
Some businesses require more than standard bookkeeping.
Waters Edge Bookkeeping offers specialized experience supporting professional practices and law firms, where accuracy, organization, confidentiality, and attention to detail are especially important.
Your practice deserves financial records that receive the same attention to detail you give your clients.
For law firms, specialized support may include:
Also available
Need something specific?
New Business Setup
Starting fresh? We'll set up your chart of accounts, connect your accounts, and build a solid financial foundation from day one.
Tax Prep Coordination
We work directly with your CPA to deliver organized, accurate books that make tax season painless.
Consulting & Advisory
Not sure what you need? A one-time consultation can help you identify gaps, ask the right questions, and build a plan.
Not sure which service fits?
Book a free 30-minute consultation and we'll figure it out together.