Bookkeeping
Monthly or quarterly recordkeeping, categorization, and reconciliation.
We don't just record your numbers—we help you read your story.
Accurate books aren't just for tax season—they're how you understand your business, track profitability, and make smarter decisions year-round. But let's be honest: DIY spreadsheets, messy receipts, and untagged Stripe income can get overwhelming fast. At Nuvex, we offer founder-friendly bookkeeping with clarity and context—so you always know where your money's going, and what it means.
Our Service includes but is not limited to:
- Monthly or quarterly bookkeeping in QuickBooks Online, Wave, or spreadsheet (your choice)
- Categorization of income, expenses, and transfers
- Bank and credit card reconciliations
- Monthly reports: Profit & Loss, Balance Sheet, and Cash Flow
- Tagging of 1099-eligible contractor payments
- Stripe / Square / PayPal / Venmo income breakdown
- Catch-up bookkeeping for past periods (available as add-on)
- Quarterly check-ins with a Nuvex advisor (optional)
- Year-end tax prep report, ready for your return or CPA
Best for:
Solopreneurs and freelancers juggling client payments and expenses
Founders wanting clean books for investors, grants, or strategic planning
Businesses paying contractors or taking distributions
Anyone tired of wondering "Did I make money this month?"
Clean books = confident decisions.
Book a 1:1 session and let's get your books in shape.