Bookkeeping & Financial Operations Support

Accurate books for businesses that can’t afford accounting mistakes.

Monthly bookkeeping, reconciliations, trust account support, cleanup projects, and financial organization for professional service businesses that need reliable numbers — not year-end guesswork.

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The Problem

Bookkeeping is not supposed to be a once-a-year rescue mission.

If your books are only touched when taxes are due, you are not getting financial clarity. You are getting cleanup.

Bee Social Solutions supports businesses that need their numbers handled consistently, accurately, and with enough care to protect decision-making, client funds, reporting, and long-term growth.

This is bookkeeping for owners and firms that value clean records, timely reconciliations, and financial systems that do not fall apart under pressure.

Services

Financial support built around accuracy, structure, and follow-through.

Monthly Bookkeeping

Consistent bookkeeping support so your financial records stay current, organized, and useful.

  • Bank reconciliations
  • Credit card reconciliations
  • Transaction review
  • Monthly financial reports
  • General ledger organization

Trust & IOLTA Support

Bookkeeping support for businesses responsible for managing client funds with care and accountability.

  • IOLTA reconciliation support
  • Trust account review
  • Client fund tracking
  • Three-way reconciliation support
  • Documentation-focused processes

Cleanup & Catch-Up

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

  • Historical cleanup
  • Account reconciliation corrections
  • Chart of accounts review
  • Financial record organization
  • Tax-preparation support

Who This Is For

Built for businesses that need more than basic transaction entry.

You do not need the cheapest bookkeeping option. You need the right financial support partner.

✓ You need monthly bookkeeping handled consistently, not rushed at year-end.

✓ You manage client funds, trust accounts, retainers, or other sensitive financial workflows.

✓ You want clean reconciliations, organized records, and clear monthly reporting.

✓ You value accuracy, responsiveness, and documentation.

✓ You are ready to work with someone who understands accounting, operations, and process.

Experience

Decades of accounting experience. Practical systems thinking. No fluff.

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.

26+
Years of accounting experience
18
Years in corporate accounting
8
Years supporting small businesses and DoD subcontractors

Ready for bookkeeping that stays handled?

If your business needs accurate books, clean reconciliations, and financial support you do not have to chase, let’s start with a discovery call.

Schedule a Discovery Call