The foundational process of recording, classifying, and organizing financial transactions—forming the basis for analysis, reporting, and decision-making.
Clarity you can count on
At StoneTrust, we bring precision and professionalism to your day-to-day bookkeeping. We don’t just record your numbers — we help you understand them. Our goal is to keep your records accurate, up-to-date, and clear, so you can make confident financial decisions without the confusion.
The foundational process of recording, classifying, and organizing financial transactions—forming the basis for analysis, reporting, and decision-making.
Clarity you can count on
At StoneTrust, we bring precision and professionalism to your day-to-day bookkeeping. We don’t just record your numbers — we help you understand them. Our goal is to keep your records accurate, up-to-date, and clear, so you can make confident financial decisions without the confusion.
Bookkeeping Services
Inaccurate bookkeeping can lead to additional fees during tax preparation, confusion about your business’s performance, and missed opportunities for growth.
Delegate your bookkeeping tasks to us so you can focus on what matters most: growing your business. We manage your financial records with precision, ensuring accuracy and providing you with the confidence and financial clarity you need to make informed decisions.
By choosing StoneTrust, you establish a strong financial foundation for your business. Additional services like payroll, tax planning, and tax preparation can be seamlessly integrated into your bookkeeping package to meet your needs.
Choose the level of support that matches your needs
Whether you need basic reconciliation or proactive advisory, StoneTrust has a solution built for your stage of growth.
Tier 1: Essentials
Tier 2: Standard
Tier 3: Strategic
Ideal for: Freelancers and very small businesses.
Includes:
• Monthly transaction classifications
• Bank and credit card reconciliations (1–2 accounts)
• Financial reports (P&L, Balance Sheet)
• Unlimited email support (response within 3 business days)
Ideal for: Growing small businesses needing more hands-on support.
Includes everything in Essentials, plus:
• Up to 4 accounts reconciled
• Accounts receivable/payable tracking
• Monthly review call (30 minutes)
• Quarterly budget vs. actuals reporting
• Faster email support (1–2 business days)
Ideal for: Businesses seeking strategic insight and proactive support.
Includes everything in Standard, plus:
• Unlimited account reconciliations
• Project cost tracking
• Payroll coordination and reporting support
• Cash flow tracking and forecasting
• KPI dashboards or customized reporting
• Dedicated monthly advisory call
• Priority support (same-day or next business day)
