SERVICE DETAILS
What each service includes.
Start with the area that needs attention. We assess your current setup and recommend a scope that fits your business.
01 / BOOKKEEPING
Monthly Bookkeeping
& Catch-Up/Cleanup
We categorize transactions, reconcile accounts, and prepare monthly summary reporting. Catch-up and cleanup work addresses earlier periods within an agreed scope.
Monthly Bookkeeping
Ongoing transaction categorization, account reconciliations and monthly summary reporting help keep your records current.
Catch-Up & Cleanup Bookkeeping
When earlier periods need attention, we scope catch-up and cleanup around the condition of your records and overdue reconciliations.
What support can include
- Transaction categorization and income / expense tracking
- Bank and credit card reconciliations
- Catch-up and cleanup of overdue financial records
- Monthly summary reporting
- Organization of records for your tax professional
THIS MAY BE RIGHT FOR YOU IF
You need ongoing monthly support, your books are behind, or reconciling your accounts keeps slipping down the list.
02 / OPERATIONAL SUPPORT
Operational
Support
We organize invoices, receipts, vendor information, and document files, and manage the financial administration included in your engagement.
What support can include
- Invoice, receipt, and vendor organization
- File and document systems
- Routine financial administration
- Payment and tracking workflows
- Repeatable recordkeeping processes
WHEN OPERATIONS NEED STRUCTURE
Records live in several places, invoices are difficult to track, or routine tasks depend on memory instead of a clear process.
03 / FINANCIAL PROCESS CONSULTING
Financial Process
Consulting
We review your records, tools, and workflows, identify gaps, and recommend changes to steps, responsibilities, and reporting routines.
What support can include
- Review of your current records and systems
- Identification of workflow gaps
- Simplified steps and responsibilities
- Customized process recommendations
- Reporting and communication routines
WHEN THE PROCESS ISN'T WORKING
You have tools and processes in place, but need help making them more consistent, easier to follow, or better suited to your business.
PRICING & SCOPE
How the work is scoped.
Monthly support and project work are scoped to the condition of your records, transaction activity, number of accounts, and the level of support you need. We define deliverables and responsibilities before work begins.
Visentra focuses on bookkeeping, operational support, and financial processes. Tax filing, legal advice, and CPA services are handled by the appropriate licensed professional.
VISENTRA CONSULTING LLC
Your vision.
Supported by structure.