BOOKKEEPING & ACCOUNTING

PL Consulting provides expert bookkeeping and accounting for small businesses—payroll, bank reconciliations, payables, and more. We manage the financial foundation of your business so you stay informed, prepared, and in control.

BOOKKEEPING SERVICES

Behind every smooth-running business is a solid back office. Bookkeeping is the engine that keeps the financial side of your business running day to day — just like the kitchen in a restaurant. While you’re busy serving customers and growing the business, your bookkeeper is behind the scenes keeping the numbers clean, timely, and actionable.

We create and send invoices, track incoming payments, and follow up with clients who fall behind. We also help set up online payment options to shorten your cash cycle and improve cash flow.

We organize and schedule bill payments, track vendor histories, and avoid duplicate or missed payments — all while protecting your cash flow and preparing for 1099 season.

We review and categorize all transactions, clean up duplicates, and catch errors. Then we reconcile your accounts against your bank statements to make sure nothing is missing, off, or forgotten.

We ensure that payroll data is clean, categorized, and integrated properly into your books — while full payroll processing, tax filings, and employee setup are handled under our dedicated Payroll & Employee Management services. (Learn more →)

Whether you’re using QuickBooks, Xero, Zoho, Sage, NetSuite, or another platform, we use secure remote desktop software which lets us assist you remotely by accessing your screen temporarily to assist you without needing to be there in person.

ACCOUNTING SERVICES

Accounting picks up where bookkeeping leaves off — turning your numbers into insight. While bookkeeping is focused on tracking your day-to-day activity, accounting is focused on understanding and analyzing that data so you can make better decisions.

We create and explain your core financial statements — including income statements, balance sheets, and cash flow statements — so you can clearly see where your business stands.

We review and adjust your books to ensure everything is categorized correctly, compliant with GAAP, and ready for audits or tax season.

We guide your financial strategy by analyzing trends and planning ahead — helping you make confident decisions. (For full service details, visit our Budget Planning & Forecasting page →)

Why Choose Us

At PL Consulting, we make bookkeeping and accounting feel simple and accessible.
Whether you need a one-time cleanup, help decoding your finances, or ongoing support, we meet you where you are. From detailed breakdowns to temporary staff during busy seasons, we tailor our services to fit your needs.
We’re here to bring clarity and peace of mind—so you can focus on what you do best.

Three diverse professionals working and smiling at office desks, fostering teamwork and collaboration.