OUR SERVICES
Bookkeeping, operations
and financial processes.
Hands-on bookkeeping, operational support, and financial process consulting for service-based small businesses.
01 / WHAT WE DO
Three areas of support.
Start with the work that needs attention. Each engagement is scoped to your records, activity, and business needs.
FINANCIAL RECORDS
Bookkeeping
Keep your books current with ongoing monthly support, or address earlier periods through catch-up and cleanup work.
- Transaction categorization and tracking
- Bank and credit card reconciliations
- Monthly summary reporting
Is this the right fit?
You need monthly bookkeeping, your books are behind, or account reconciliations keep slipping down the list.
FINANCIAL ADMINISTRATION
Operational
Support
Organize the documents, financial administration, and recurring workflows that keep day-to-day work moving.
- Invoice, receipt, and vendor organization
- File and document systems
- Payment and tracking workflows
Is this the right fit?
Records live in several places, invoices are difficult to track, or routine administration depends on memory.
WORKFLOWS & RESPONSIBILITIES
Financial Process
Consulting
Review how your records, tools, and workflows connect, then identify practical improvements to how the work gets done.
- Review of your current setup
- Workflow gaps and responsibilities
- Customized process recommendations
Is this the right fit?
You have tools and processes in place but need help making them consistent, easier to follow, or better suited to your business.
Monthly support and project work are tailored to the condition of your records, transaction activity, number of accounts, and level of support required.
02 / WORKING TOGETHER
What your engagement defines.
The engagement defines the work and how we work together.
Explore the client journeyDefined scope
Deliverables, responsibilities, timing, and fees are agreed in a signed engagement before services begin.
Shared responsibilities
You provide the records and authorized access needed for the work. Timely responses help resolve questions.
Agreed communication
Communication channels and information-sharing arrangements are established during onboarding. Updates and reports follow your engagement’s schedule.
Changes discussed first
Additional work is assessed and approved before it begins.
03 / YOUR NEXT STEP
Before we
get to work.
A complimentary 20-minute consultation helps us discuss your priorities and assess whether Visentra’s services fit your needs.
Request a Consultation- 01
Your current setup
Know which bookkeeping software or tools you use and where you keep your records.
- 02
What needs attention
Identify any overdue periods, missing records, or recurring workflow problems.
- 03
Your priorities
Share the service you’re considering and your preferred start timeframe.
Please do not send passwords, account numbers, or financial documents through the website inquiry form. Records and access are arranged during onboarding.
Visentra does not provide tax preparation, legal services, audit or attest services, or services requiring a licensed CPA or attorney.
Read service & engagement FAQsVISENTRA CONSULTING LLC
Your vision.
Supported by structure.