Service
Bank reconciliations
You do your own bookkeeping. We make sure every account matches its statement, and tell you what doesn't.
Quoted after your free review
Updated October 4, 2026
In short
A bank reconciliation checks every transaction in your books against the bank or card statement, so the balance in your software matches the real one. We reconcile your bank, card and loan accounts, flag missing, duplicate and uncategorized transactions, and correct beginning balances that are off.
Included
What we reconcile
- Business checking and savings accounts
- Business credit cards
- Loans and lines of credit
- Payment processor clearing accounts, such as Stripe, Square or PayPal
- A short report of anything missing, duplicated or uncategorized
How it works
How it works
- Free 30-minute books review
- A quote for the accounts and months to reconcile
- You invite us with accountant access
- We reconcile and send you the list of fixes
Why it matters
An unreconciled account can look fine and still be wrong: a transaction entered twice, a payment never recorded, a transfer counted as income. Reconciling catches those before your accountant does, and before you make decisions on the wrong numbers.
Categorizing isn't reconciling
Categorizing decides what each transaction was for. Reconciling proves the list of transactions is complete and matches the statement. Both matter. If you'd rather hand off both, that's monthly bookkeeping.
Questions
Common questions
How often should accounts be reconciled?
Every month. It takes the least time when it's done monthly, and problems are easier to trace while they're recent.
Which accounts can you reconcile?
Bank, credit card, loan and line-of-credit accounts, plus clearing accounts for payment processors like Stripe, Square and PayPal.
Do you need my bank login?
Never. We work from the bank feed in your bookkeeping software and the PDF statements you download.
What does it cost?
It's quoted after the free review, based on how many accounts and months need reconciling.
Related
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Every transaction categorized, every account reconciled, reports every month.
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Months behind or a messy QuickBooks file, rebuilt and reconciled.
Read more →Who we work with
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