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Bookkeeping & Day-to-Day
The day-to-day money work that keeps your books straight. Paying bills, sending invoices, matching the bank — done on a steady schedule so nothing piles up. If you’re replacing a bookkeeper who left a mess, this is usually where Annie starts.
What's in it
- Categorize transactions and match the bank every month
- Pay bills and run approvals
- Send invoices and chase what people owe you
- Reconcile bank, credit card, and merchant accounts
- Work with your payroll company so the numbers tie out
- Clean up the mess if your books are behind
You probably need this if
Your bookkeeper quit and your books are weeks behind.
Your bank account hasn’t matched the books in months.
You’re paying bills late at night because nobody else is doing it.
You don’t trust how things are categorized.
How it works
Weekly for bills and invoices, monthly for matching the bank and closing things out. Each month you get a clean set of books and a real handoff — not a Slack message that says “done.”
Ready for books you can actually trust?
Thirty minutes with Annie.