Our Services
Bookkeeping Services Designed for Small Business
From monthly maintenance to full catch-up projects, every service is delivered virtually — accurate, personal, and stress-free.
Whether you're just getting started, behind on your books, or ready to hand off the numbers entirely, Cornerstone Capital Bookkeeping LLC has a service built for exactly where you are right now.
01
Monthly Bookkeeping
Clean books, every month — without the headache.
We handle your bookkeeping on a recurring monthly basis so your financials are always current, accurate, and ready when you need them. No more scrambling at tax time or wondering where your money went.
What's Included
- Categorization of all income and expenses
- Bank and credit card reconciliation
- Monthly profit & loss and balance sheet reports
- Accounts payable and receivable tracking
- Dedicated bookkeeper who knows your business
- Secure document sharing and communication
Best for established small businesses that want consistent, hands-off bookkeeping every month.
Monthly Bookkeeping
Clean books, every month — without the headache.
02
QuickBooks Setup & Training
Get QuickBooks working the right way — from day one.
As a QuickBooks Certified ProAdvisor, we set up your QuickBooks Online account correctly from the start, tailored to your specific business. We also offer one-on-one training so you can understand and use your own financials with confidence.
What's Included
- Full QuickBooks Online account setup and configuration
- Chart of accounts customized to your industry
- Bank and credit card feed connections
- Invoicing and payment setup
- One-on-one training sessions (virtual)
- Ongoing support for questions after setup
Perfect for new business owners or anyone switching to QuickBooks who wants it done right the first time.
QuickBooks Setup & Training
Get QuickBooks working the right way — from day one.
03
Catch-Up & Cleanup
Behind on your books? We'll get you caught up — no judgment.
Life gets busy, and sometimes the books fall behind. Whether you're months or years behind, we'll dig in, clean up the mess, and get your records accurate and tax-ready. We've seen it all — and we're here to help, not judge.
What's Included
- Full review and reconciliation of past periods
- Correction of miscategorized transactions
- Reconstruction of missing records
- Tax-ready financial statements for prior years
- Clear summary of what was found and fixed
- Transition to ongoing monthly bookkeeping (optional)
Ideal for business owners who are behind on their books and need to get current before tax season or a financial review.
Catch-Up & Cleanup
Behind on your books? We'll get you caught up — no judgment.
04
Tax Prep Coordination
Walk into tax season fully prepared.
We don't file your taxes — but we make sure your books are clean, organized, and ready for your CPA or tax preparer. We coordinate directly with your tax professional to ensure a smooth, efficient filing process.
What's Included
- Year-end financial statement preparation
- Reconciliation of all accounts through December 31
- Organization of receipts and supporting documents
- Direct coordination with your CPA or tax preparer
- 1099 contractor payment summaries
- Year-end review call to walk through your financials
Perfect for any small business owner who wants to hand their CPA clean, complete books — and avoid costly last-minute scrambles.
Tax Prep Coordination
Walk into tax season fully prepared.
Not sure which service is right for you?
Let's talk through your situation together. A free consultation is the best way to find the right fit.