Our Services
Streamline Your Finances with Expert Bookkeeping
At Prime Essentials Bookkeeping, we help small business owners simplify their finances with reliable bookkeeping, month-end close, and insightful reporting. Whether you are behind on your books or ready to scale, we tailor solutions that support smarter decisions and long-term success.
Bookkeeping & Accounting
Keep your financials accurate, up to date, and GAAP-compliant with monthly reconciliations and real-time reporting..
Financial Modeling & Analytics
Transform your financial data into clear, actionable insights. Through custom-built models, we empower strategic decision-making, so you can focus on scaling your business.
Ad-Hoc Projects / Data Clean-Up
We act as an extension of your team to support finance and accounting ad-hoc needs—from overdue financials to vendor cleanup. Our goal is to remove roadblocks so you can focus on what matters most, the company growth.
Core Bookkeeping Services
We offer a full suite of bookkeeping and financial support services, designed to meet the needs of growing businesses:
Monthly Bookkeeping
Categorizing transactions, reconciling bank & credit accounts
Keeping your financial data accurate and ready for tax season
Accounts Payable & Receivable
Invoice management and vendor payments
Customer billing and incoming payments tracking
Payroll Integration
Setup and sync with payroll platforms
Accurate payroll recording and compliance
Month-End Close
Structured review of financials at the end of each month
Prepare your business for growth, taxes, or investor readiness
Financial Reporting
Balance sheet, P&L, and cash flow reporting
Clear insights delivered monthly or on-demand
Additional Support Services
We also provide advanced, value-focused offerings to streamline and elevate your financial operations:
Catch-Up & Cleanup Bookkeeping
For businesses behind on their books or needing cleanup for compliance or funding
Financial Dashboards
Visual dashboards showing performance, cash flow, and KPIs
Financial Modeling & Data Analytics
Scenario planning, custom forecasts, and margin analysis
Actionable insights to guide financial decision-making
Automated Workflows & Templates
Custom Excel/Google Sheets templates
Automations for repetitive tasks to save time and reduce errors
Client Collaboration
Real-time communication via Microsoft Teams
Shared files, status tracking, and integrated workflow management
Contact us
Let’s Talk About Your Business Goals!
Ready to simplify your finances or have questions? Fill out the form, and we will be in touch shortly. We look forward to connecting with you!