Services

Routine Bookkeeping

We provide bookkeeping and QuickBooks bookkeeping services throughout the year, depending on your preferred frequency. We provide services as frequently as once a week, or as infrequently as once a year – this depends on what you’re looking for. Typically, our clients prefer the monthly schedule. 

We find that every business has unique complexities, and this is okay! We will work with you to examine your needs and provide you with a customized service plan that works best for you and your business. Here is a list of common tasks we perform for our clients:

  • Recording and categorizing all transactions

  • Reconciling the transactions to the bank and credit card statements

  • Tying A/R, A/P, and/or loans

  • Sending financial reports to the owner via email

For all routine bookkeeping, we will agree on a fixed price based on the volume and complexity of your business.

QuickBooks Cleanup

If your business has months or years of bookkeeping left undone, or if you simply need things cleaned up, you’ve come to the right place. Typically, this kind of work is requested due to a tax return deadline or a bank’s requirements. 

With our PDF reader, we are able to take your old bank statements, convert them to Excel, and then import them into your QuickBooks. By eliminating the manual entry aspect of adding transactions, we are able to reduce your costs dramatically. 

For all cleanup and catch-up work, we charge a fixed price based on the volume and complexity of the work.

Ongoing Support

Aside from looking for personal business consultant for your small business or is your business small enough that you are able to do the bookkeeping on your own? If so, that’s great! We’re helping small business accounting services and I encourage business owners to do the bookkeeping if they are able and willing. If this is you, then perhaps you need support/training along the way. If you have a problem or question, we want to be able to support you in any way that we can. 

For ongoing support, we charge at our hourly rate. Contact us for more information about the pricing. 

Our Bookkeeping Services

Choose the level of support that's right for your business. Whether you prefer a hands-on approach or complete peace of mind, Sterling Bookkeeping has a solution for you.

Monthly Bookkeeping

Clear numbers. Confident decisions. Our reliable monthly bookkeeping process keeps your finances accurate, organized, and tax-ready so you can focus on running your business.

  • Accurate monthly reconciliation of all bank and credit card accounts

  • Smart automation to streamline transaction categorization

  • Timely financial statements delivered within 15 business days

  • Direct email access for bookkeeping and financial guidance

  • Optional Financial Insights video with personalized analysis (+15% of plan)

Catch-Up & Cleanup

Build confidence in your financial systems with personalized bookkeeping guidance, QuickBooks support, and practical training tailored to your business needs.

  • Personalized QuickBooks setup, training, and ongoing support

  • Chart of accounts design and workflow optimization

  • Monthly or quarterly bookkeeping accuracy reviews

  • Flexible option to transition to full-service monthly bookkeeping at any time

Consulting & Training

Behind on your books? We'll bring your financial records up to date, correct discrepancies, and get your business back on track with accurate, tax-ready financials.

  • Rebuild months or years of incomplete bookkeeping records

  • Leverage advanced tools to efficiently import and organize financial data

  • Review, categorize, and correct every transaction for accuracy

  • Deliver clean, tax-ready financials for your CPA or tax professional

Request a Consultation

Ready to gain clarity and control over your finances? Submit your inquiry today and receive a customized bookkeeping strategy and implementation roadmap within one business day