Categorization

We ensure your transactions are properly categorized so your reports are accurate and your financials are easy to understand. Without consistent categorization, it becomes harder to know what you’re spending, where money is going, or how profitable your business really is. We review each transaction carefully and assign it to the right account based on your operations and tax needs. This improves the accuracy of your reports and helps you make better day-to-day decisions. 

It also saves time during tax season by reducing the need for last-minute adjustments or rework. We don’t just guess based on labels—we ask the right questions to get it right the first time. Clean categorization lays the groundwork for confident financial planning. If your reports don’t reflect the true story of your business, it may be time to get some help. Schedule a consultation and we’ll walk you through what we can do.