Bookkeeping Services
Stein Bookkeeping provides professional, ongoing bookkeeping services for small businesses and nonprofit organizations that value accuracy, consistency, and clarity in their financial records.
My services are designed to ensure your books are reliable, well-organized, and ready to support informed decisions and efficient collaboration with your CPA.
Core Services
Monthly Bookkeeping
Ongoing monthly bookkeeping to keep your financial records accurate and current. This includes transaction review, categorization, and consistency checks to ensure your books reflect the true activity of your organization.
Bank & Credit Card Reconciliation
Monthly reconciliation of bank and credit card accounts to verify completeness and accuracy. Reconciled accounts help prevent errors, missed transactions, and surprises at tax time.
Financial Reporting
Clear, easy-to-understand financial reports delivered on a consistent schedule. These reports provide visibility into your organization’s financial position and support better planning and decision-making.
Nonprofit Bookkeeping Support
Bookkeeping services tailored to nonprofit organizations, with attention to proper classification, reporting, and documentation. I work to ensure your records support transparency and accountability.
CPA Collaboration & Year-End Support
Well-organized books designed for a smooth handoff to your CPA or tax professional. I focus on accuracy and consistency throughout the year so year-end work is efficient and straightforward.
What I Don’t Do
Stein Bookkeeping focuses exclusively on bookkeeping services. I do not provide tax preparation, tax advice, or CPA services.
This allows me to specialize in maintaining accurate books and supporting your existing tax professional.
How Pricing Works
Bookkeeping services are provided on a monthly, flat-fee basis based on the scope and complexity of your business or organization. This ensures consistent service, predictable costs, and ongoing oversight rather than reactive, one-time fixes.