The Steady Bookkeeping Process
What Business Bookkeeping Services Include
Professional bookkeeping is the backbone of sound financial management. We go beyond keeping your books clean and help you build a financial foundation that supports every part of your business. From day-to-day transaction tracking to big-picture planning, our bookkeeping services are built to scale with you.
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Steady offers one of the best online bookkeeping services for small and growing businesses, combining cloud-based technology with hands-on financial expertise.
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With Steady you get:
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Organized financial statements – Clear, compliant balance sheets, profit & loss statements, and cash flow statements delivered regularly.
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Accurate tracking of income and expenses – Know exactly where your money is coming from and where it will maximize tax deductions, and ensure accurate and timely data to help management make key business decisions.
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Accounts payable and receivable management – We help you stay on top of what you owe and what’s owed to you, ensuring smooth operations and reliable cash flow.
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Reconciliations and cash flow reporting – We match your books with your bank accounts and give you real-time insights into cash flow.
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But we don’t stop there. Alongside bookkeeping, we offer integrated payroll services and additional financial support to strengthen your small business operations and long-term planning:
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Income tax planning and tax preparation support – We prepare your books for seamless handoff to your tax advisor or CPA, helping you take full advantage of tax benefits and avoid surprises at tax time.
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Budget creation and forecasting – Use historical data and current trends to build smart budgets and forecast future performance with confidence.
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Integration with accounting software – We use trusted, user-friendly tools to keep your records organized, accessible, and audit-ready.
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Bookkeeping is more than just data entry. It’s your real-time view of how your business is doing, what’s working, what’s not, and where you’re headed.
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With Steady handling your books and providing tax preparation services, you can focus on what matters most: growing your business, serving your clients, and making smart decisions based on solid financials.
Why Bookkeeping Matters
Reliable bookkeeping is the foundation for a stronger, more strategic business. It affects everything from your day-to-day operations to your long-term growth plans. Here's why smart business owners prioritize bookkeeping:
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Make Better Decisions Internally - Accurate, up-to-date books give you visibility into your cash flow, margins, and performance — helping you make confident, informed decisions every day.
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Present Cleanly to Investors and Lenders - When it’s time to raise capital or secure financing, clean financials send a strong signal. Investors and lenders want transparency — and well-managed books show that you're on top of your business.
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Streamline Tax Prep and Avoid Headaches - Tax season is a lot less painful with clean books. Accurate records reduce prep time, minimize errors, and help ensure you’re taking advantage of every deduction you deserve.
Bookkeeping Services for Every Stage of Your Business
Whether you’re just getting started or preparing for a major growth event, our bookkeeping solutions evolve with your business. Here's how we support you at every stage:
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Startups - We’ll set up clear, easy-to-use bookkeeping systems from day one — giving you visibility into your cash flow and helping you build financial discipline as you grow
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Growing Businesses - As things ramp up, so does complexity. We help you scale your accounting infrastructure, implement processes, and support add-ons like payroll, AR/AP, and cash flow management.
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Established Businesses - If your books need cleanup or optimization, we’ll bring structure and oversight — refining workflows, implementing internal controls, and delivering accurate reporting that drives smarter decisions.
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Preparing for Funding or Exit - Whether you're raising capital, applying for a loan, or preparing for acquisition, clean, audit-ready financials are essential. We’ll ensure your records are in top shape to present to investors, buyers, or lenders.
Online & Full-Service Bookkeeping Options
Whether you want cloud-based access or full hands-on support, our small business services scale to meet your goals with the right mix of technology and personal support.
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We offer:
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Online Bookkeeping with secure, easy-to-use software
Get 24/7 access to your financials through trusted tools like QuickBooks. We handle the backend while you stay in control and in the know.
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Full-Charge Bookkeeping for full-spectrum support
We become your financial operations partner, managing everything from transaction categorization to AR/AP, and monthly financial reporting.
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Ongoing Monthly Services or One-Time Setup Options
Whether you need long-term support or help getting set up right the first time, we tailor our services to fit your goals and timeline.
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Access to a Dedicated Accountant for Personal Support
You’re never just a number. Our clients work directly with a knowledgeable accountant who understands your business and is available for questions, strategy, and support.
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Our goal? To keep your books accurate, up-to-date, and working for you.
Our Comprehensive Bookkeeping Services Include:
We go beyond basic data entry to deliver high-impact bookkeeping that supports your business's financial clarity, tax readiness, and long-term growth. Our services are fully customizable to match your size, industry, and goals.
​Chart of Accounts & General Ledger Optimization
We structure your financial data for accuracy and ease of use, building a chart of accounts tailored to your business operations and ensuring your general ledger supports clean, reliable reporting.
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Historical Cleanup
If your books are messy, outdated, or incomplete, we’ll clean and reconcile past data, identify inconsistencies, and restore order, giving you confidence in your records and peace of mind.
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Transaction Categorization
We meticulously categorize your income and expenses to ensure your financial statements reflect reality, your budgeting is precise, and your income is reported accurately.
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Balance Sheet Reconciliations
We reconcile your bank accounts, credit cards, loans, and other assets/liabilities each month, ensuring your balance sheet is always accurate, audit-ready, and aligned with your actual cash position.
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Month-End Close
Our structured month-end close process ensures that your books are finalized on time, providing a clear picture of your performance, profitability, and cash flow. Perfect for tracking trends, identifying red flags, and guiding smarter decisions.
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Financial Reporting
Receive consistent, easy-to-read financial records reports, including profit & loss statements, balance sheets, and cash flow reports, that help you understand your business's financial health at a glance.
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Financial Results Meeting
We don’t just send reports, we meet with you to review them. These review sessions help you interpret your numbers, answer questions, and align financial insights with your business strategy and goals.
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Accounts Payable Management
We manage your outgoing payments, track due dates, organize vendor bills, and ensure payments are processed on time, protecting vendor relationships and improving cash flow visibility.​
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Accounts Receivable Management
Track what’s owed, follow up on outstanding invoices, and ensure you’re getting paid on time. Our receivables process improves collection rates and ensures a steady cash flow for operations.
Our Process for Delivering Trusted Bookkeeping Services for Businesses
Online bookkeeping services shouldn't just track your numbers — it should give you the confidence to make smart, informed decisions as small business owners. At Steady, we follow a proven process designed to bring order, clarity, and long-term stability to your financials.
Step 1: Clean Up & Optimize
We begin by digging into your current financials to establish a clean baseline. This includes:
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Reviewing your chart of accounts and transaction history
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Resolving errors and aligning your books with best practices for accurate financial reporting
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Reorganizing and standardizing reports to match your business model and goals
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This phase ensures that everything going forward is built on a clear, accurate, and audit-ready foundation.
Step 2: Implement the Tech Stack
Once your books are clean, we bring in the right technology to make your bookkeeping smarter—not harder.
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Set up or optimize tools like QuickBooks, Gusto, and/or Ramp for automation and real-time access
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Connect your systems (bank accounts, payroll, POS, invoicing) for seamless syncing
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Build custom workflows for cash flow tracking, tax compliance, and accounts receivable/payable
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Train your team (if needed) and ensure the system is user-friendly and efficient
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The result: less manual work, fewer errors, and more time to focus on your business.
Step 3: Maintain Accurate Financials
With the right systems and processes in place, we manage your ongoing bookkeeping with care and precision.
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Track income, expenses, and payroll
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Reconcile accounts monthly to ensure completeness and accuracy
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Deliver clear, easy-to-read financial statements on a regular cadence
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Prepare your books, making your tax preparation process smoother and faster
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Flag opportunities to improve margins and identify trends
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And when you're ready for your next move, whether that’s fundraising, expansion, or a strategic exit, your books will be buttoned up and ready.