Bank & Credit Card Reconciliation
Make Sure Every Dollar Is Accounted For
When was the last time you reconciled your accounts? If it's been more than a month—or if you're not sure what that even means—you're not alone.
But here's the problem: without regular reconciliation, you have no idea if your books are accurate.
What We Do Every Month
Connect Your Accounts
I link your bank accounts and credit cards to QuickBooks Online. Transactions flow in automatically.
Categorize Everything
Every transaction gets the right category—no more "miscellaneous" dumping grounds.
Match & Verify
I match every QuickBooks entry to your bank statement. If something doesn't match, I will investigate.
Reconcile & Close
I close out your accounts monthly so you have a clear financial snapshot.
Send You a Report
You get a summary showing exactly where you stand—clear, simple, done.
We Handle Credit Cards Too
Most businesses forget to reconcile credit cards, a costly mistake.
I reconcile your business credit cards the same way we do your bank accounts—monthly, thoroughly, accurately.
Why it matters:
Catch fraudulent charges
Track tax-deductible expenses
Know where your money actually goes
Keep personal and business expenses separate
Get Your Books Reconciled The Right
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Rankin Bookkeeping - Professional bookkeeping services for accurate, reliable books.