Bank & Credit Card Reconciliation

Keep your records accurate, your books balanced, and your mind at ease.

Why Reconciliation Is Essential

When your bank and credit card statements don’t match your books, it’s more than just a small error—it can lead to costly mistakes, inaccurate financial reports, and major stress down the line.

At Breezy Bookkeeper, our Bank & Credit Card Reconciliation service ensures that every dollar is accounted for, every transaction is verified, and your financial records are always in sync. We catch errors before they become issues, helping you stay audit-ready and stress-free.

What’s Included in Reconciliation

Indeed, every business feels the heat of complex financial management realities. In addition to assistance in executing everyday financial transactions, our Fractional CFO services offer overall direction and guidance on how you can achieve the most with your financials while limiting your legal liability for non-compliance with the former.

Match Bank & Credit Card Transactions

We carefully compare your bank and credit card statements with your internal records to make sure every transaction is recorded accurately and nothing gets missed.

Identify Errors or Missing Entries

From duplicate entries to unrecorded charges, we flag inconsistencies and clean up your books—saving you from surprises at year-end.

Detect Fraud or Duplicate Charges

Unusual activity? We’ll catch it. Our reconciliation process is a key tool in spotting fraudulent charges, unauthorized transactions, and recurring billing issues.

Maintain Audit-Ready Records

By keeping everything reconciled monthly, your records are always clean, compliant, and ready for tax season, audits, or financial reviews.

Why It Matters

Accurate Financial Reporting

Reports are only as good as the data behind them

Peace of Mind

Know your books are error-free and up to date

Fraud Protection

Spot issues early before they grow into big problems

Better Business Decisions

Reliable numbers lead to smarter planning

Audit-Ready Anytime

Clean records mean no panic when it’s time to review

Who Needs Reconciliation Services?

This service is perfect for:

Business owners juggling multiple bank or credit card accounts

Companies with high transaction volume

Businesses experiencing bookkeeping inconsistencies

Anyone seeking accurate, real-time financial visibility

Clients preparing for an audit or loan application

Stress-Free Bookkeeping Starts Here

Stress-Free Bookkeeping Starts Here

Combine With Other Services

Want a full picture of your finances? Reconciliation pairs perfectly with:

Book a free consultation today and let us bring accuracy and order back to your books.

Let’s Reconcile the Right Way

Don’t leave your finances up to chance. With Breezy Bookkeeper, you’ll always know where your money stands—and where it’s going.
CLIENTS TESTIMONIAL

Words of appreciation By ouramazing clients

Contact Info

M-F 8:00 - 4:00
413.300.1369
help@breezytax.com
55 Church Street. Pittsfield, MA 01201