Bookkeeping services
Complete Monthly Bookkeeping Support
Every plan is built from practical service blocks: clean transactions, organized workflows, useful reports, quality review, and support that scales with complexity.
What your plan can include
Services that match the way your books actually run.
Core starts with monthly bookkeeping fundamentals, certified financial statement packages, and FINsight Analytics access. Edge adds operational workflows and budget-to-actual review. Elite layers in QBRs, senior oversight, and CLG-guided industry KPIs.
Monthly bookkeeping foundation
The recurring work that keeps books current and ready for review.
Monthly close
Transaction Categorization
Organized posting and categorization so income, expenses, transfers, and recurring transactions stay consistent.
Reconciliation
Bank and Credit Card Reconciliations
Monthly reconciliation for bank and credit card accounts with review checkpoints before reporting.
Expense review
Vendor Bills and Expense Posting
Vendor bill review, expense posting, and cleanup support to keep payables and spend activity easier to track.
Certified reports
Certified Financial Statement Package
All plans include a monthly financial statement package, QA review, and FINsight Analytics access for owner-built charts and graphs.
Operational workflows
Support for the moving parts that affect cash flow, vendors, customers, and payroll.
AP workflow
Accounts Payable Management
Vendor management, bill scheduling, approval workflow visibility, and payables coordination for busier teams.
AR workflow
Accounts Receivable Tracking
Customer invoicing support, payment posting, receivable tracking, and practical collection clarity.
Payroll
Payroll Processing Support
Payroll coordination, payroll-related filing support, and accuracy checks for small business teams.
Budget review
Budget-to-Actual Variance Analysis
Included with Edge and Elite to compare actual performance against budget and identify meaningful changes.
Reporting, review, and advisory support
Higher-level review and coordination for owners who need management-ready information.
QBRs
Quarterly Business Reviews
Elite clients receive quarterly business reviews to discuss performance, trends, priorities, and next steps.
KPI guidance
Industry-Specific KPI Support
Every client can build charts and graphs in FINsight Analytics. Elite clients receive CLG guidance and KPI recommendations based on their industry.
Year-end
CPA Coordination and 1099 Filing
Tax-prep coordination, journal adjustment support, vendor 1099 preparation, and filing support.
Support
QA Review and Consultation Time
Monthly QA review, support time, strategic review calls, and guidance scaled to the plan you choose.
Compliance services
Important filings handled before they become problems.
CLG helps keep federal, state, and local requirements organized with reminders, preparation, filing support, proof of submission, and practical correction guidance.
Registered Agent Service
Official document handling, expedited notifications, state compliance reminders, privacy protection, availability guarantee, and dedicated support.
Annual State Filing
Annual report preparation, state submission, reminders, business information updates, filing receipts, and compliance monitoring.
Sales & Use Tax Filing
Monthly or quarterly filing support, sales data review, use tax calculation, e-file submission, payment confirmation, and penalty prevention.
Sales Tax Registration
Setup or update state and local tax collection accounts so your team knows when and where to collect.
Multi-State Nexus Evaluation
Review where business operations may trigger new tax filing obligations as your footprint expands.
License Renewals & Changes
Professional license renewals, hospitality license renewals, and ownership or address change filings.
Government fees not included. Listed compliance prices are CLG service fees only and exclude state, county, license, filing, renewal, expedited processing, late, penalty, tax, and third-party charges.
How it works
A calm, repeatable process.
Assess
We review your account structure, transaction volume, deadlines, systems, and reporting needs.
Organize
We clean up workflows, gather access, align documents, and set your monthly operating cadence.
Report
You receive timely reporting with QA review and plain-language context about what changed.
Advise
We help you prepare for decisions, compliance deadlines, CPA questions, and growth complexity.
Need a custom mix?