Stay Focused. Let Us Handle the Details.
Streamline Your Bookkeeping. Focus on Your Business
We assign, categorize, and clean up your financial transactions — so you get accurate records without lifting a finger.
This Might Sound Familiar…
Let’s Turn Your Financial Chaos Into Clarity
You’re Dealing With...
A pile of uncategorized transactions
Questions like “Where did that payment go?”
Stress every time you open your accounting software
Confusion around business vs. personal expenses
You’ll Get...
Organized, clearly assigned records
Full transparency and categorization by purpose
Financial calm and confidence
Professional separation and clean documentation
What Is Transaction Assignment?
We Handle the Categorization — You Keep the Clarity
We comb through your bank feeds, credit card statements, and transactions to properly assign and tag every item. No guesswork. No missed entries. Just clean, understandable data.
Assign income and expenses to the right accounts
Provide monthly reports with full transparency
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Hands-Off, Yet Fully Informed
Our Seamless 3-Step Process
We’ve made it simple for busy business owners to get clean records — without spending hours doing it themselves.
Send us access to your accounting software and bank feeds
We handle the transaction review, assignment, and cleanup
You get accurate monthly reports and a clear picture of your finances
Why It Matters
Transaction Assignment Is the Foundation of Financial Clarity
Know exactly where your money’s going
Make better business decisions with clean data
Stay compliant and ready for tax season
Separate business and personal transactions clearly
Eliminate bookkeeping backlogs before they spiral
Real Clients. Real Peace of Mind.
We trust Bloom with everything — and it shows in our numbers.
“Michelle is incredible! She has been doing the books for my company for a few years and does an amazing job, incredibly clean. I also recommended her to a non profit who she was able to save a ton of money and save them a lot of stress.”
- Nathan Thue
“Michelle is a puzzle solver. For about a year I complained to her about my books and finally, I capitulated and let her help. It was messy, but she didn't make me feel bad, she spoke my language and worked through very challenging multi entity entanglements untill it was right. She brought in Renee and Jennifer who are outstanding to assist day to day. In the time we have worked together we grew from $2 million to $12 million in revenue and it's not hyperbolic to suggest that we simply could not, and would not have done this without them. This is a key part of our team.
Having good books isn't for everyone, if you enjoy chaos this is not a good choice. But if you have a complicated riddle and want to pay up for quality people, then maybe it's time for your biz to bloom too! Proudly, gratefully recommend this team that has hung with me through thick and thin. Thank you!”
Having good books isn't for everyone, if you enjoy chaos this is not a good choice. But if you have a complicated riddle and want to pay up for quality people, then maybe it's time for your biz to bloom too! Proudly, gratefully recommend this team that has hung with me through thick and thin. Thank you!”
- Mike Kalis
“I run a marketing agency and didn't even know what I needed. Michelle walked me through the best options, figured out what was best for me and didn't make me feel like "another number".
Once we got started, they were very patient with me being so slow with getting them what they needed. Today I get a monthly summary and barely need to do anything.
Thanks Michelle and the team for a great service!”
Once we got started, they were very patient with me being so slow with getting them what they needed. Today I get a monthly summary and barely need to do anything.
Thanks Michelle and the team for a great service!”
- Edward Simberg
“I contacted Michelle at Bloom Accounting to help with my year end tax needs. Being a small business owner I’ve always struggled with the daunting tasks of sales tax, business taxes and especially sub contractor 1099 information. Wow what a difference a professional makes. Bravo!! Can’t thank you enough!”
- Andy M.
"Top 3 things I loved: 1) Friendly and always accessible service – you can reach them by phone or email whenever you need. 2) Professionalism – the staff are knowledgeable and explain everything clearly. 3) Efficiency – they handle bookkeeping and payroll quickly and accurately. I highly recommend Bloom for any small business looking for a reliable accounting firm."
- Anthony Synegal
Let’s Clean This Up
Schedule a Free Discovery Call for Transaction Assignment Services
We’ll evaluate your current books, identify problem areas, and outline exactly how we can help — no stress, no obligation.
