Day-to-day categorization
Bank and credit card activity is coded against a chart of accounts that matches how your business actually operates.
Bookkeeping Services
Clean monthly books without building a full in-house department.
We categorize transactions, reconcile accounts, track AP and AR, clean up backlogs, and prepare useful reports so you can make decisions with current information.
What is included
The work is scoped, documented, and kept moving.
Recurring reconciliation
Accounts are reconciled on a set cadence so balances can be trusted before a question becomes urgent.
Cleanup support
Old gaps, duplicate entries, and miscategorized transactions are traced and repaired before ongoing work moves into rhythm.
Reporting
Monthly or periodic statements help you see margin, cash movement, and unusual changes without digging through raw transactions.
How onboarding works
No account access before the scope is signed.
The process is intentionally simple because the data is important. We agree on the work, set up secure access, fix what is behind, then keep the monthly cycle moving.
Engagement letter
Scope, fees, confidentiality, data ownership, responsibilities, and term are agreed first.
Discovery
We review your software, payroll setup, transaction volume, backlog, and reporting needs.
Secure access
Permissions are limited to assigned team members and only what the agreed work requires.
Cleanup and cycle
Historical issues are fixed, then monthly bookkeeping, payroll, filings, and reporting move into rhythm.
Need bookkeeping help?
Tell us what is current, what is behind, and what needs attention first.
Book a Free Consultation
Frequently asked questions
Bookkeeping questions we hear often.
Clear answers before the first call helps the scope stay clean.
Do you only work with businesses in Minnesota?
No. Books and Budget is based in Bloomington, MN, but we support businesses across all 50 states. If you searched for bookkeeping services near me, we can still help remotely with a clear monthly workflow.
What makes you different from another bookkeeping company?
We define the scope before requesting access, keep communication plain, and support the work as a team. As a bookkeeping company in the US, our goal is to make the records easier to trust no matter where your business operates.
Can you help if my bookkeeping records are behind?
Yes. We can scope cleanup first, then move into recurring support once the records are stable enough for a normal monthly rhythm.
Do I need to change software before starting?
Usually not. We first review what you already use, then recommend a change only when the current setup is slowing the work down or creating avoidable risk.
What happens in the free consultation?
It is a complimentary, no-obligation review of your current bookkeeping workflow, reconciliation status, transaction volume, backlog, software, payroll setup, and reporting needs. We follow with a clear scope and tailored pricing where appropriate. It is not a tax or IRS audit.