Leave the bookkeeping to our knowledgeable specialists

Patriot’s Bookkeeping Service is a premium add-on to its Accounting software, offering small businesses a hands-off approach to managing their books. From setting up your chart of accounts to monthly reconciliations and transaction categorization, Patriot’s specialists ensure your finances are accurate and tax-ready. With monthly reviews, real-time access via the Client Hub app, and no long-term contracts, it’s a reliable, affordable solution for business owners who want to focus on growth—not bookkeeping.

With Patriot's Bookkeeping Service, You'll Get:

• **Expert Bookkeeping Specialists: **Rest easy knowing your books are in good hands.
• **Chart of Accounts Setup: **Work with our team to set up your Chart of Accounts exactly the way you want.
• **Account Reconciliation: **Count on accurate and up-to-date account balances each month.
• **Sync Your Bank Accounts to Plaid: **
• Streamline the way you import bank account transactions.
• **Account Organization: **We’ll enter all your historical data for the year (and beyond!).
• **Month-end Book Closing: **We’ll make sure your accounts are organized and complete at month-end.
• **Transaction Categorization: **Our team will make sure all transactions are entered and categorized correctly.
• **Be Tax-time Ready: **Get easy access to your financial reports to share with your accountant/CPA.
• **Month-end Meetings: **At the end of each month, we’ll review your books with you.
• **Competitive Pricing: **Enjoy the personal attention you’re looking for without breaking the bank.
• **Take Bookkeeping On the Go: **Download the Client Hub app and work with your bookkeeping specialist anytime, anywhere!
• **No Contracts: **You can cancel at any time!

Features

• Expert Bookkeeping Specialists: Dedicated professionals manage your books, ensuring accuracy and compliance.
• Chart of Accounts Setup: Tailored setup to match your business structure and reporting needs.
• Monthly Account Reconciliation: Keep your books up to date with accurate monthly reconciliations.
• Transaction Categorization: All transactions are reviewed and categorized correctly for financial clarity.
• Month-End Book Closing & Reviews: Your books are closed and reviewed monthly, with meetings to discuss your financials.