Our Services
Behind on your books or not quite confident that everything was recorded correctly? No worries — we'll get things caught up, cleaned up, and back on track.
Bookkeeping Clean Up & Back Work is designed for businesses that need prior months or years of financial activity reviewed, corrected, organized, or completed. Whether your bookkeeping simply fell behind or previous work needs some extra attention, we'll work through the details to create accurate and reliable financial records you can move forward with confidently.
Services may include:
Categorizing and correcting prior transactions
Reconciling bank, credit card, and other balance sheet accounts
Reviewing previous bookkeeping for errors or inconsistencies
Capturing and organizing receipts and supporting documentation
Making necessary adjusting journal entries, including depreciation and amortization
Preparing monthly financial reports for completed periods
Identifying missing, duplicate, or incorrectly recorded transactions
Organizing your books so they're ready for ongoing bookkeeping and tax preparation
The goal isn't just to catch up — it's to give you a clean, accurate starting point moving forward.
Perfect for you if: You're several months behind, haven't reconciled your accounts, inherited messy books, aren't sure your current numbers are accurate, or just want a professional to get everything cleaned up before moving forward.
Stay on top of your finances without spending your evenings sorting through transactions, receipts, and spreadsheets.
Monthly Bookkeeping provides consistent, ongoing financial organization so your books stay accurate, current, and ready when you need them. I'll take care of the behind-the-scenes details while helping you understand where your business stands financially each month.
Services may include:
Categorizing and reviewing income and expense transactions
Reconciling bank, credit card, and other balance sheet accounts
Capturing and organizing receipts and supporting documentation
Preparing adjusting journal entries, including depreciation and amortization
Preparing and filing sales tax
Payroll processing and related bookkeeping
Reviewing accounts for errors, inconsistencies, or missing transactions
Preparing monthly financial reports, including Profit & Loss and Balance Sheet reports
Ongoing bookkeeping support and regular check-ins
More than keeping your books organized, monthly bookkeeping gives you reliable financial information you can use to make confident decisions about your business.
Perfect for you if: your bookkeeping keeps falling to the bottom of your to-do list, you're spending too much time managing it yourself, or you simply want confidence that your books are accurate and up to date.
Starting fresh? Let's make sure your bookkeeping system is set up correctly from the beginning.
I'll help get your QuickBooks or accounting software organized and ready to use, including gathering the necessary financial information, setting up accounts, connecting bank and credit card feeds, configuring integrations, and establishing a bookkeeping structure that fits your business.
Services may include:
QuickBooks or accounting software setup
Customized Chart of Accounts
Bank and credit card connections
Integration setup
Customer and vendor setup
Sales tax and payroll configuration, when applicable
Beginning balances and account information
Document and receipt organization
Basic workflows and bookkeeping best practices
A top-level software walkthrough so you can confidently navigate your books
Start with an organized system today and save yourself a lot of cleanup tomorrow.
Perfect for you if: You're starting a new business, setting up bookkeeping for the first time, or ready to move from spreadsheets and manual tracking to an organized accounting system.
Let's build a solid financial foundation from day one.
One size doesn't fit all!Bookkeeping That Grows With Your Business
Every business operates a little differently, which is why monthly bookkeeping and clean-up/back work shouldn't be treated as one-size-fits-all.
We'll start with a conversation about your business, your current bookkeeping needs, and where you'd like more support. From there, I'll recommend services that make sense for your business and provide clear back work quotes and monthly pricing before we get started. Every client receives a monthly engagement letter so that we are aligned about what is expected on both ends of the relationship.
Spend less time managing the books and more time building the business you love.
About
Lakefront Bookkeeping
Hi, I'm Jess — the accountant behind Lakefront Bookkeeping!
I started Lakefront Bookkeeping with a simple goal: to help small business owners feel more confident and less overwhelmed when it comes to their finances.
I know running a business means wearing a lot of hats, and bookkeeping is usually the one no one wants to wear. My job is to take some of that weight off your shoulders by keeping your books organized, helping you understand your numbers, and giving you reliable financial information you can actually use to make decisions.
Based in Manitowoc, Wisconsin, Lakefront Bookkeeping was inspired by the shores of Lake Michigan and my love for the community I call home. While I'm proud to support fellow local businesses, I also work with business owners virtually who are looking for a bookkeeping relationship that's personal, approachable, and dependable.
To me, great bookkeeping is about more than numbers. It's about building relationships, answering questions without making you feel like you should already know the answer, and becoming someone you can rely on as your business grows.
Because when you understand your numbers, you can move your business forward with confidence.
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Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!