Full service bookkeeping with a structured close
For teams that want a dependable monthly close, clearer ownership, and fewer loose ends. We combine clean bookkeeping with operational coordination and repeatable routines.
Who this is for
Full Service Bookkeeping fits when the core bookkeeping is important—but the process and handoffs need stronger structure.
Growing complexity
More accounts, more vendors, and more activity—so consistency matters.
Process needs a reset
Close steps aren’t clearly owned or documented, and issues repeat month to month.
Fewer loose ends
You want a cleaner close handoff and fewer outstanding items lingering into next month.
What’s included
A structured close and operational routines that keep books current and maintainable.
- All Basic Bookkeeping inclusions (categorization + reconciliations + close)
- Close calendar with owners, timelines, and repeatable handoffs
- Recurring transaction review and consistency checks
- Account cleanup and categorization rule documentation
- Operational support for keeping finance workflows organized (tool-agnostic)
- Month-end wrap-up notes for internal continuity
How it differs from other tiers
Full Service adds structure and coordination. It’s a good middle option when you want stronger process but don’t need a dedicated insights cadence.
Compared to Basic
More structured close management and operational coordination. See Basic Bookkeeping for the streamlined option.
Compared to Plus Insights
Does not include KPI packs, recurring insight sessions, or structured analysis narratives. For that layer, see Bookkeeping + Insights.
Compared to Cleanup
Built for ongoing monthly maintenance. If the primary need is historical catch-up or a one-time fix, see Cleanup (Project-Based).
Example use cases
Where Full Service Bookkeeping provides the most value.
Close takes too long
The team is regularly behind, and month-end becomes a scramble.
Recurring categorization issues
The same transactions get handled differently each month and reporting shifts unexpectedly.
Need stronger ownership
Tasks are unclear and handoffs break when one person is unavailable.
Clear scope boundaries
Full Service Bookkeeping stays within bookkeeping and financial operations support.
In scope
- Monthly close process, reconciliations, and bookkeeping maintenance
- Operational workflow organization and documentation (tool-agnostic)
- Internal reporting outputs that support business operations
Out of scope
- Tax filing, tax strategy, or legal advice
- Investment advice or securities recommendations
- Audits/assurance or formal attest services
Engagement scope depends on your systems and operational needs. Final scope is confirmed during onboarding.
Want a cleaner, faster close?
Share your current close timeline and the biggest recurring issues. We’ll discuss fit, scope, and cadence.
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