Professional Bookkeeping Tailored to Your Business
Accurate books, clear financials, and dependable support — customized to your business’s unique needs.
Bookkeeping That Fits Your Business — Not the Other Way Around
Every business has its own story, systems, and level of complexity. That’s why your bookkeeping shouldn’t be cookie-cutter.
At Aldersgate Bookkeeping & Tax Services, we create accurate, consistent, and transparent financial records that give you clarity and confidence — whether you’re catching up, staying current, or preparing for tax season.
What’s Included in Our Bookkeeping Services
- Monthly or Quarterly Bookkeeping – Bank and credit card reconciliations, income and expense categorization, and up-to-date financial reporting.
- Catch-Up & Cleanup Projects – We fix prior periods, clear reconciliation errors, and prepare clean, tax-ready books.
- Onboarding & Setup — Chart of accounts, bank feeds, and processes customized to your business.
- Financial Reporting – Profit & Loss, Balance Sheet, and performance summaries that actually make sense.
- Payroll Coordination – Integration and reconciliation support for Gusto and QuickBooks Payroll users.
- Year-End Review – Review and prepare reports for tax filing with your CPA or through our tax preparation services.
Quarterly Bookkeeping Available:
For businesses with low transaction volume, we also offer quarterly bookkeeping options at a reduced rate. These plans include the same attention to accuracy and detail, just delivered on a quarterly reporting schedule.
Behind on Your Books? We Can Fix That.
Whether you’re months or years behind, our Cleanup and Catch-Up services will help you get organized.
We’ll reconcile accounts, categorize transactions, identify and correct errors, and bring your books up to date — ready for filing or ongoing service.
Cleanup projects start at $150/month of work and are quoted based on the number of accounts, transactions, and the overall condition of your records.
Once your books are caught up, we can transition you seamlessly into ongoing bookkeeping or tax preparation.
Pricing That Reflects Your Business
Every business operates differently — and your bookkeeping should reflect that.
Our bookkeeping services start at $300/month, with final pricing determined by:
Transaction volume
Number of bank or credit card accounts
Reporting and communication needs
Frequency of service (monthly, quarterly, or project-based)
Note: Monthly bookkeeping starts at $300/month. Quarterly bookkeeping is available for low-volume businesses at a reduced rate, with pricing based on transaction volume and overall complexity.
During your consultation, we’ll assess your needs and provide a custom quote with three service-level options, so you can choose the fit that works best for you.
A Proven, Step-by-Step Process
We use a structured, phased approach to ensure every client gets accurate books and a consistent experience:
Phase 0 – Discovery & Consultation:
We meet to understand your goals, systems, and financial situation.
Phase 1 – Onboarding & Setup:
We connect your accounts, standardize your chart of accounts, and prepare for ongoing or cleanup work.
Phase 2 – Cleanup or Catch-Up (if needed):
We reconcile past months, correct errors, and bring everything current.
Phase 3 – Ongoing Bookkeeping:
Once your books are clean, we handle recurring reconciliations and reports on a monthly or quarterly basis — depending on your transaction volume and reporting needs.
This process ensures accuracy, transparency, and a smooth handoff to tax preparation when the time comes.
Ready to Simplify your books?
Let’s simplify your bookkeeping process and give you confidence in your financials year-round.