Transaction Categorization Services
Every transaction coded to the right account in a chart of accounts built around how your business runs.
Bank feeds and auto-rules get you part of the way. We review and categorize every transaction so your reports reflect what actually happened — revenue in revenue, cost of goods in cost of goods, and owner activity kept separate.
When your chart of accounts doesn’t fit your business, we’ll recommend a cleaner structure so your P&L tells a useful story.
Related services
Bank Reconciliations
Every business checking and savings account matched to the bank statement, every month — down to the penny.
Learn moreCredit Card Reconciliations
Business credit card activity matched to each statement, with payments, refunds, and fees recorded correctly.
Learn moreBank & Merchant Fee Categorization
Card processing, payout, and bank fees broken out so you can see what getting paid really costs.
Learn moreReady for books you can trust?
Tell us about your business and we’ll send a fixed monthly quote — no obligation.