Services
Most clients start with monthly bookkeeping, then add reporting and accounting support as the business grows. You’ll work directly with Melissa Raia, CPA, with a consistent point of contact and experienced oversight throughout the engagement.
Reliable monthly bookkeeping that keeps your accounts reconciled, your records organized, and your books kept current on a dependable schedule.
More than clean books — clear financial reporting and light accrual accounting designed to give you a better understanding of your business.
Project-based support when your books need cleanup, your accounting setup needs improvement, or you need help getting QuickBooks working properly.
Support
Questions shouldn’t have to wait until your next meeting. Monthly clients can email or text Melissa Raia directly with accounting questions, with responses typically within 1–2 business days.
How it works
A straightforward phone call to learn about your business, current bookkeeping, and what you need. After the call, I’ll do a brief review of your QuickBooks file or financials before confirming scope and monthly pricing.
We’ll get access in place, address any immediate issues, and streamline your bookkeeping process so the monthly work is organized and efficient.
Each month, accounts are reconciled, the books are reviewed, and your financial statements are prepared. You’ll receive an emailed reporting package with your statements and a brief summary of notable results or items.
Questions are welcome throughout the engagement, and I’ll help you understand your financial information when something needs clarification.
Tell me where things stand today and I'll tell you honestly what would help most.
Schedule a Consultation