Bookkeeping
Books reconciled every month and financial statements you can actually read by the tenth.
- Delivery
- Statements by the 10th
- Software
- QuickBooks or Xero
- From
- $295 / month
What's included
- Bank, card and loan reconciliation every month
- Profit and loss, balance sheet and cash flow statements
- Accounts payable and receivable tracking
- Catch-up bookkeeping for prior months or years
- A short monthly note on what changed and what to watch
Who it's for
- Owners doing their own books at 11pm on Sundays
- Businesses whose accountant asks for a cleanup every March
- Companies applying for a loan or line of credit
From $295 a month based on transaction volume and account count. Catch-up work is quoted as a one-time fee after we review the file.
Our process
- STEP 01
Review
We assess the current file and quote a monthly fee.
- STEP 02
Catch up
Prior periods reconciled so we start from a clean base.
- STEP 03
Monthly close
Transactions coded, accounts reconciled, statements issued.
- STEP 04
Year end
Books handed straight to the tax return with no cleanup.
What you'll need
Bring what you have. If something is missing we will tell you exactly how to get a copy.
- Read-only access to bank and card accounts
- Existing accounting file, if you have one
- Loan statements and amortization schedules
- Payroll reports
- Last filed tax return
Questions about bookkeeping
QuickBooks Online by default, Xero on request. If you are on spreadsheets we migrate you as part of onboarding.
Sales tax returns can be added for states where you are registered. We flag nexus issues as we see revenue by state.
We regularly rebuild two to three years. Anything older we scope after looking at what records survive.
Ready to hand off the paperwork?
Twenty minutes on the phone is usually enough to know exactly what your return needs and what it will cost.