Bookkeeping services that meet your business where it is.
SoFlo360 Accounting Services helps startups and small businesses organize transactions, reconcile accounts, clean up old records, and receive clear financial reports — whether you need monthly bookkeeping, catch-up bookkeeping, or tax-ready bookkeeping.
Your books should help you understand your business, not create more stress.
When transactions sit uncategorized, accounts go un-reconciled, and reports never get reviewed, the books stop being a tool and start becoming a backlog. SoFlo360 gives small business owners a bookkeeping process that runs on time, every month — so the numbers actually mean something.
Three ways to fit your stage of business.
Monthly Bookkeeping
Ongoing monthly bookkeeping that keeps transactions categorized, accounts reconciled, and financial reports current — so the books are always something you can rely on.
Catch-Up Bookkeeping
Bookkeeping cleanup for businesses that are behind by months — or years. We organize past transactions, reconcile accounts, and rebuild records into a clear, current state.
Tax-Ready Bookkeeping
Cleaner records, organized financial reports, and better documentation before tax season — so the hand-off to your CPA or tax preparer is simple instead of stressful.
What you get with SoFlo360 bookkeeping.
Every bookkeeping engagement is scoped to your business — but the core work stays consistent. Here's what's typically included.
Transaction categorization
Bank, credit card, and merchant account activity categorized to the correct accounts.
Bank & credit card reconciliation
Every account reconciled monthly so balances on the books match the real-world statement.
Monthly financial reports
Profit & Loss, Balance Sheet, and Cash Flow reports delivered every month, in plain English.
Cleanup of old records
Catch-up work for missing months, miscategorized entries, duplicates, and unreconciled balances.
Year-end reconciliation review
Year-end reconciliation review and bookkeeping cleanup so the books are tax-ready before hand-off.
Documentation organization
Receipts, invoices, and supporting documents organized so the records hold up to review.
Monthly vs Catch-Up Bookkeeping.
Most small businesses need one or the other first. Many start with catch-up, then transition into monthly.
Monthly Bookkeeping
Ongoing monthly support that keeps your books reliable, your reports current, and your records ready whenever you need them.
- Recurring monthly cycle
- Categorization & reconciliation each month
- Monthly P&L, Balance Sheet, Cash Flow
- Records always tax-ready
Catch-Up Bookkeeping
One-time bookkeeping cleanup to bring books current, reconcile historical accounts, and rebuild records you can actually trust.
- Defined cleanup window (months or years)
- Historical transaction recategorization
- Reconciliation of past accounts
- Often the first step before going monthly
Reports you receive.
Every monthly bookkeeping engagement includes a standard set of financial reports — clean, easy to read, and ready to share with your CPA, lender, or partners.
Profit & Loss (P&L)
Income, expenses, and net profit broken down by category, so you see what's really driving the business.
Balance Sheet
Assets, liabilities, and equity at a point in time — a snapshot of where the business stands financially.
Cash Flow
Cash in, cash out, and ending balance — so you understand the rhythm of the money moving through your business.
We meet you on the platform you already use.
Whether your books live in a full QuickBooks file or in a spreadsheet you started yourself, SoFlo360 works with what you have — and recommends a better setup if needed.
A simple bookkeeping process.
Free consultation
We learn about your business, current setup, and where the books stand today.
Cleanup or onboarding
If books are behind, we run catch-up bookkeeping first. If books are current, we onboard your file directly.
Monthly bookkeeping rhythm
Each month: categorize, reconcile, review, and deliver reports — on a predictable schedule.
Year-end review
A final pass before tax season so the books are clean, organized, and ready to hand off.
Bookkeeping questions, answered.
Ready for cleaner books and clearer numbers?
Book a free consultation. We'll review where your books stand today and recommend the right next step — monthly bookkeeping, catch-up bookkeeping, or tax-ready bookkeeping.
More ways SoFlo360 can help.
Payroll Support
Payroll setup, payroll runs for smaller businesses, employee payment tracking, and payroll-related bookkeeping.
View Payroll SupportAP & AR Support
Bills, invoices, customer payments, vendor records, and aging reports — connected to your bookkeeping.
View AP & AR SupportQuickBooks Cleanup
Turn a messy QuickBooks file into a clearer bookkeeping system that's easier to review and maintain.
View QuickBooks Cleanup