A Proficient Solutions service

Books you can trust. Time back for your business.

We handle the bookkeeping: reconciliations, reports, receipts and payroll. You get clear numbers every month and a secure portal to see them anytime.

Proficient Bookkeeping logo

What's included

Bookkeeping services

Pick what you need, from monthly upkeep to cleaning up past years.

Monthly Bookkeeping

Your books kept current and accurate, every month.

  • Transaction categorization
  • Bank & credit card reconciliation
  • QuickBooks Online management

Reporting & Insight

Plain-language reports that show how the business is really doing.

  • Profit & loss, balance sheet
  • Cash flow visibility
  • Tax-ready year-end books

Payroll & Receipts

The day-to-day details handled and filed where they belong.

  • Payroll support
  • Receipt capture & matching
  • Catch-up & cleanup projects

✓ References available upon request. Request references →

Client portal

Everything in one secure place

Every bookkeeping client gets access to the Proficient client portal: one secure login for documents, receipts, reports and requests.

Go to the client portal →

Ready to stop worrying about the books?

Tell us about your business and we'll recommend the right plan.

Already a customer? Sign in to the portal →