Services

Bookkeeping and financial support for businesses that need accurate numbers.

Bee Social Solutions provides monthly bookkeeping, reconciliations, cleanup support, trust account bookkeeping, and financial organization for businesses that value accuracy, structure, and consistency.

Schedule a Discovery Call

Our Approach

This is not once-a-year bookkeeping.

Your books should not be a mystery until tax time. They should be current, reconciled, organized, and useful throughout the year.

We work best with businesses that need ongoing financial support, clean records, and a reliable bookkeeping process they do not have to chase.

If you are looking for the cheapest option or only want your books touched once a year, we are probably not the right fit. And honestly, that is okay.

Core Services

Bookkeeping services built around accuracy, accountability, and clean financial records.

Monthly Bookkeeping

Ongoing bookkeeping support to keep your financial records current, organized, and ready for review.

  • Monthly transaction review
  • Bank reconciliations
  • Credit card reconciliations
  • General ledger review
  • Monthly financial reports
  • Year-round financial organization

Trust & IOLTA Support

Bookkeeping support for businesses that manage client funds and need careful, consistent tracking.

  • IOLTA reconciliation support
  • Trust account reconciliation
  • Client fund tracking
  • Three-way reconciliation support
  • Documentation-focused workflows
  • Review of trust-related bookkeeping activity

Cleanup & Catch-Up

For books that need to be corrected, reconciled, cleaned up, and brought back under control.

  • Historical bookkeeping cleanup
  • Reconciliation corrections
  • Chart of accounts review
  • Duplicate or miscategorized transaction review
  • Financial record organization
  • Tax-preparation support

Additional Support

Financial operations support when your books need more than basic categorization.

AP & Vendor Workflows

Support for organizing accounts payable, vendor documentation, payment tracking, and approval processes.

Reporting & Documentation

Clear monthly reporting, organized records, and documentation that makes financial activity easier to understand.

Process Improvement

Help cleaning up the way bookkeeping information moves through your business so fewer details fall through the cracks.

Not Our Main Focus

Clear boundaries make better client relationships.

Payroll, inventory, and 1099 support may be available for the right client, but they are not the primary focus of our services. Our core work is monthly bookkeeping, reconciliations, cleanup, trust accounting support, and financial organization.

Best Fit

We are a strong fit if...

You need bookkeeping handled every month, not once a year.
You manage client funds, retainers, trust accounts, or sensitive financial workflows.
You want clean reconciliations and organized financial records.
You value accuracy, responsiveness, and follow-through.
You want someone who understands both accounting and operations.
You are ready to treat bookkeeping as part of running the business well.

Experience

Led by accounting experience, not bookkeeping guesswork.

Bee Social Solutions is led by Sarah Hanford, an accounting and operations professional with 26 years of accounting experience, including 18 years as a corporate accountant and 8 years supporting small businesses and Department of Defense subcontractors.

That experience shapes how we approach bookkeeping: clean records, organized workflows, useful reporting, and practical financial support that helps the business run better.

Ready to get your books handled properly?

If your business needs accurate monthly bookkeeping, clean reconciliations, and financial support you can trust, let’s start with a discovery call.

Schedule a Discovery Call