Senior-Level Bookkeeping & Accounting for Small Businesses ☎ (201) 406-4633

Account Reconciliation & Financial Reporting

Professional account reconciliation and financial reporting services. Bank reconciliations, monthly statements, year-end reporting, and audit-ready books.

Dedicated Veteran Accountants Junior accountants and bookkeepers are a recipe for messy books which will lead to pricey accounting clean ups in the future. We will ensure your books are clean each and every month.
Affordable Accounting & Bookkeeping Services We tailor your flat rate monthly pricing to your specific needs and your budget. No hourly surprises.
Wide Range of Services We offer Bookkeeping through CFO-level advisory services. We can produce high level financial package information like cash flow analysis, budgeting, reforecasting, budget vs actual analysis, KPI analysis and more.

Bank Reconciliation Done Right

Every account reconciled, every discrepancy investigated, every month. Our systematic reconciliation process catches errors, identifies fraud, and ensures your books match reality.

Monthly Financial Statements You Can Understand

Clear, accurate income statements, balance sheets, and cash flow statements delivered on schedule. No accounting jargon — just the numbers you need to run your business.

Year-End Reporting Made Easy

No more year-end scramble. Because we maintain your books accurately throughout the year, year-end reporting and tax preparation are smooth, fast, and stress-free.

Custom Reports for Your Business

Standard financial statements not enough? We build custom reports tailored to your specific KPIs, industry metrics, and management needs.

Audit-Ready Books, Always

Whether it’s an IRS audit, a bank review, or due diligence for a deal, your books are always ready. Clean, organized, documented, and defensible.

Frequently Asked Questions

How often do you reconcile accounts?

We reconcile all accounts monthly at minimum. High-volume businesses may benefit from weekly reconciliation to catch issues faster.

What financial statements do you prepare?

We prepare income statements (P&L), balance sheets, cash flow statements, and any custom reports your business needs. All reports can be prepared on cash or accrual basis.

Can you prepare reports for my bank or investors?

Yes. We prepare presentation-quality financial reports that meet the requirements of lenders, investors, and other stakeholders.

Frequently Asked Questions

How often do you reconcile accounts?

We reconcile all accounts monthly at minimum. High-volume businesses may benefit from weekly reconciliation to catch issues faster.

What financial statements do you prepare?

We prepare income statements (P&L), balance sheets, cash flow statements, and any custom reports your business needs. All reports can be prepared on cash or accrual basis.

Can you prepare reports for my bank or investors?

Yes. We prepare presentation-quality financial reports that meet the requirements of lenders, investors, and other stakeholders.

Why Holzherr Consulting

The experienced middle ground
your business actually needs

Expertise, affordability, and dedication to the work itself. Most competitors can only claim two of those three.

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17+ Years Senior Experience
Not a junior learning on your dime. Not a CPA who'd rather be elsewhere. A dedicated veteran.
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Transparent, Flat-Rate Pricing
No hourly billing anxiety. No surprise invoices. You know exactly what you're paying.
Same-Day Responsiveness
Questions answered today, not next week. A real person who knows your business.
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Full Cycle Capability
Transaction entry to CFO-level oversight. One provider, nothing falls through cracks.
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Scalable Engagement
Start with what you need, scale as you grow. No long-term contracts or commitments required.
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Technology-Forward
Cloud-based systems and automation that increase accuracy and reduce your costs.

Your books deserve better

Let's talk. Call Jared directly or schedule a time that works for you.