Rising Yields LLC markRising YieldsBookkeeping for Owner-Led Businesses
Bookkeeping services

One consolidated service hub, not a shelf of thin packages.

Most owners need some combination of catching up, staying current, and finally being able to read the result. Filter to the work you need.

Monthly Bookkeeping

A dependable monthly rhythm so the books are closed, reconciled, and readable without the owner chasing them.

  • Transaction categorization
  • Bank and credit-card reconciliations
  • General-ledger maintenance
  • Monthly financial reports
  • Year-end record organization
  • Communication about missing information
Pending confirmationProposed scope for monthly bookkeeping — Nicole to confirm which items she offers.

Cleanup and Catch-Up

For books that fell behind. Establish what is accurate, correct what is not, and get current on a defined timeline.

  • Reconciliation of prior periods
  • Transaction cleanup
  • Chart-of-accounts review
  • Opening-balance review
  • Correction of bookkeeping inconsistencies
  • Preparation for transition into monthly service
Pending confirmationProposed scope for cleanup and catch-up — Nicole to confirm which items she offers.

Bookkeeping Systems

The procedures behind the numbers — so the monthly close is repeatable rather than owner-dependent.

  • Accounting-platform setup
  • Workflow design
  • App integration
  • Document-collection procedures
  • Monthly-close checklists
  • Internal bookkeeping procedures
Pending confirmationProposed scope for bookkeeping systems — Nicole to confirm which items she offers.

Owner Reporting

Organized information delivered in a form an owner can actually use between now and year end.

  • Monthly reporting packages
  • Cash-flow visibility
  • Revenue and expense summaries
  • Budget-to-actual comparisons
  • Owner review meetings
  • Coordination with the client's tax professional
Pending confirmationProposed scope for owner reporting — Nicole to confirm which items she offers.

Rising Yields is a bookkeeping firm. Tax preparation, payroll processing, accounts payable and receivable management, sales-tax filing, inventory accounting, and advisory services are not offered unless separately confirmed. Nicole coordinates with your tax professional.

Where are your books today?

Let the situation choose the service.

Scope and boundaries

What Rising Yields does not do.

  • Tax preparation or filing
  • Payroll processing
  • Accounts payable or receivable management
  • Sales-tax filing
  • Inventory accounting
  • Fractional CFO, investment, or financial-planning advice
Pending confirmationNicole to confirm this exclusion list and whether any of these services should move into scope.
Talk With Nicole