Solstice Bookkeeping Services helps small businesses maintain clean,
accurate financial records in QuickBooks Online so you can spend less time sorting through transactions
and more time running your business.
Ongoing bookkeeping support to keep your financial records current and organized throughout the year.
Services may include:
Transaction categorization
Bank and credit card reconciliations
Monthly financial statements
Review of bookkeeping activity for accuracy and consistency
If your books are behind, incomplete, or need correction, Solstice can help get everything back on track.
Cleanup services may include:
Catching up prior months
Reconciling past bank and credit card activity
Correcting transaction classifications
Reviewing balances and prior entries
Cleaning up duplicate or inaccurate transactions
Preparing your books for ongoing monthly bookkeeping
Starting a new business or moving to QuickBooks Online?
Solstice can help create an organized bookkeeping foundation from the beginning.
Setup may include:
QuickBooks Online account setup
Chart of accounts setup or cleanup
Bank and credit card connections
Opening balances
Basic bookkeeping workflow configuration
Every monthly bookkeeping client receives clear financial reports to help you understand what is happening in your business.
Standard reporting includes:
Profit & Loss Statement
Balance Sheet
Statement of Cash Flows
Growth and Scale clients also receive the Solstice Monthly Financial Snapshot.
Growth and Scale clients receive a professionally prepared monthly summary designed to make your financial information easier to understand.
Your Snapshot may include:
Revenue
Expenses
Net income
Profit margin
Month-over-month comparisons
Revenue and expense trends
Visual charts
Key financial highlights
Plain-English explanations of what the numbers show
Reporting features may vary based on available financial data and the complexity of the client’s books.
Growth and Scale clients also receive a practical onboarding guide explaining:
How to read a Profit & Loss Statement
How to understand a Balance Sheet
How cash flow differs from profit
Assets, liabilities, and equity
Common financial terms and metrics
The goal is to help you feel more comfortable and confident reading the financial information your business produces.
Tell us a little about your business and bookkeeping needs.