📍 Bank and Credit Card Reconciliation, Sonora, CA
Need your accounts reconciled? Mike checks every transaction against your actual bank and credit card statements so your books match reality.
Serving small businesses across Tuolumne, Calaveras & Amador Counties.
Common problems we solve
Sound familiar?
You’re not sure your QuickBooks balances actually match your bank and credit card statements, and untracked transactions could be hiding anywhere.
Deposits, payments, or charges are missing from your books, or the same transaction was entered twice, throwing off your real balance.
Without regular reconciliation, you can’t be sure your profit and loss and balance sheet reflect what is actually happening in your accounts.
Mike looks at your bank and credit card accounts in QuickBooks and tells you what needs to be reconciled.
He matches every transaction against your actual bank and credit card statements, corrects missing or duplicated entries, and brings each account into balance.
Mike confirms every account is reconciled and walks you through what was corrected, so your books reflect your real financial position.
What’s included in your bank and credit card reconciliation
You work with Mike, not an assistant
QuickBooks Online Level 1 Certified ProAdvisor with 20+ years of real small-business bookkeeping experience
No offshore staff. No account managers. Mike answers your calls personally.
Reconciliation is included in monthly bookkeeping, which starts at $250 a month with no long-term contracts.
Missing or duplicated transactions can make your QuickBooks reports impossible to trust. Mike matches every transaction against your actual bank and credit card statements, corrects the errors, and reconciles every account so your profit and loss statement and balance sheet reflect your real numbers. As a QuickBooks Online Level 1 Certified ProAdvisor, he walks you through what changed and why. Reconciliation is part of ongoing monthly bookkeeping, so once your accounts are caught up, Mike keeps them that way going forward.
Here’s how bank and credit card reconciliation pricing works
Reconciliation is included in monthly bookkeeping, which starts at $250 a month with no long-term contracts. Mike reviews your accounts first at no charge, gives you a clear picture of what needs to be reconciled, and quotes you a firm flat rate before any work begins. No hourly billing. No surprise invoices. You know the full cost before you say yes.
If your QuickBooks balance doesn’t match your actual bank or credit card statement, or you are not sure the last time your accounts were checked, they likely need reconciliation. Book a free review and Mike will tell you exactly what is off at no charge.
No. Mike reviews your accounts first and then gives you a firm flat-rate quote before any work begins. You know the full cost upfront, no hourly billing, no surprise invoices at the end.
Reconciliation is done monthly as part of ongoing bookkeeping, so your accounts never fall far out of balance. If you need a one-time catch-up reconciliation first, Mike will review your file and quote that separately.
Once your accounts are reconciled, Mike keeps them that way each month as part of your ongoing bookkeeping, which starts at $250 a month with no long-term contracts.