Whatever your needs, Uptown Bookkeeping Solutions & Advisory has you covered.
With accurate, up-to-date books ensuring compliance and timely reports for data-driven decisions, you’ll be empowered to achieve your goals.
Our Service Offerings
Financial Recordkeeping
Our bookkeeping service records, organizes, and maintains all financial transactions to ensure your books remain accurate, up-to-date, and compliant. This includes updating ledgers, categorizing expenses, reconciling accounts, tracking income, and preparing financial reports. We provide clear, reliable financial data that supports strong business decision-making.
Account Reconciliation
Our account reconciliation service ensures that all financial accounts are accurate, consistent, and fully aligned with supporting documentation. We compare internal records against bank statements, credit card statements, vendor accounts, and other external financial data to identify discrepancies, correct errors, and maintain clean, reliable financial information.
Accounts Payable & Receivable
Our Accounts Payable and Accounts Receivable services ensure accurate, timely, and well-organized management of your business’s outgoing and incoming payments. We handle invoice processing, payment scheduling, vendor communications, and expense tracking to maintain smooth and compliant payable operations. On the receivable side, we generate and send invoices, monitor outstanding balances, record payments, and support effective collections processes.
Financial Reporting
Our financial reporting service provides accurate, timely, and comprehensive financial statements that give clear insight into your business’s performance. We compile and analyze key financial data to produce balance sheets, income statements, cash flow statements, and customized management reports. These reports are prepared in accordance with established accounting standards and designed to support strategic planning, informed decision-making, and overall financial transparency.
Catch-Up & Clean-Up
Our catch-up and clean-up bookkeeping services restore accuracy, organization, and completeness to your financial records. We review past transactions, reconcile accounts, correct errors, categorize expenses, and bring all financial data up to date. This includes addressing missing entries, resolving discrepancies, organizing receipts and documentation, and preparing accurate financial statements. By cleaning and modernizing your books, we provide a reliable foundation for ongoing bookkeeping, improved financial visibility, and informed business decision-making.
Payroll Processing
Our payroll processing service ensures accurate, timely, and compliant payment of your employees. We manage the full payroll cycle, including wage calculations, time tracking verification, deductions, benefit contributions, and tax withholdings. We prepare paychecks or direct deposits, generate payroll reports, and ensure all filings and payments meet federal, state, and local regulations. By maintaining precise records and streamlining payroll operations, we help your business minimize errors, stay compliant, and provide employees with a smooth, reliable payroll experience.
Looking for something more comprehensive?
Fractional Chief Financial Officer
As a fractional CFO, I provide strategic financial oversight by reviewing key financial reports—including the Profit & Loss statement, Balance Sheet, and Cash Flow statement—to deliver a clear, balanced perspective on company performance, underlying challenges, and priority areas for improvement. My work includes developing and managing budgets, building forward-looking projections, and implementing detailed cash flow forecasting to ensure liquidity and informed decision-making. I also identify and track meaningful KPIs, align financial metrics with strategic objectives, and support leadership in setting measurable, achievable goals that drive sustainable growth.