Financial Clarity for Your Business

Accurate bookkeeping, clear reporting, and reliable support - so you can focus on running your business

Schedule a Free Consultation

Our Services

Monthly Bookkeeping

Reliable, ongoing support to keep your financials up to date

  • Accounts Payable and Receivable

  • Transaction entry and categorization

  • Bank and credit card reconciliations

  • Monthly financial statements

  • Ongoing QuickBooks support

Financial Consulting

Go beyond the numbers with experienced financial guidance to help you better understand your business and make informed decisions.

  • Financial statement review and analysis

  • Budgeting and cash flow management

  • Expense tracking and cost analysis

  • Accounting process improvements

  • Additional business advisory support through our professional network

Behind on your bookkeeping? We'll help you get back on track by organizing your records, correcting errors, and bringing your accounts up to date.

  • Catch-up bookkeeping for prior months or years

  • Review and correction of accounting errors

  • Bank and credit card reconciliations

  • QuickBooks cleanup and organization

  • Preparation of accurate records for tax filing

Clean Up and Catch-Up
Additional Services

Flexible accounting and administrative support tailored to the needs of your small business.

  • Payroll processing and support

  • Sales and payroll tax filing assistance

  • Accounts payable and receivable management

  • Year-end preparation and CPA coordination

  • Special accounting projects and ongoing support

  • 1099 preparation

  • Notary services

HOW IT WORKS

A Simple Way to Hand Off the Books

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Let's Talk

We'll Take a Look

Hand Off the Books

We start with a complimentary 20-minute conversation about your business, your current books, and what you need.

We review where things stand and recommend the right starting point, whether that's monthly bookkeeping, cleanup, or getting your books set up properly.

Once we're set up, we handle the ongoing bookkeeping and keep you informed with clear, consistent reporting.

No complicated process. We start with where you are and build the right bookkeeping support from there.

Why Choose Capeside Consulting?

At Capeside Consulting, we bring over 20 years of hands-on accounting and Controller-level experience to small businesses that deserve more than basic bookkeeping.

We provide personalized, dependable financial support, helping business owners stay organized, understand their numbers, and make confident decisions. When your needs extend beyond accounting, our network of trusted professionals can also provide guidance and solutions for IT, technology, and other business challenges.

Frequently Asked Questions

Contact

Ready to get started? Let's talk about your business and how we can help.

Email:

lisa@capesideconsulting.us

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PHONE:

508-446-7853