Transaction categorization, bank and credit card reconciliation, and complete monthly book closing. We handle the day-to-day so you can focus on growing your business.
You didn't start a business to spend weekends categorizing transactions. Our monthly bookkeeping service takes the entire burden off your plate—accurately and affordably.
Comprehensive bookkeeping that keeps your finances accurate and up-to-date
Every transaction reviewed and categorized to the correct account for accurate financial reporting.
All bank accounts reconciled monthly to ensure your books match your actual cash position.
Credit card statements reconciled, expenses categorized, and payment properly recorded.
Complete month-end close procedures including adjusting entries and account reviews.
Record customer invoices, apply payments, and maintain accurate receivables aging.
Capture, categorize, and track all business expenses with proper documentation.
A dedicated bookkeeper who learns your business and is available for questions.
Books closed by the 5th of each month so you always have current financials.
A predictable, reliable process you can count on
We review your QuickBooks setup, learn your business, and establish categorization rules and preferences.
Transactions are imported, reviewed, and categorized. Questions are flagged and resolved promptly.
Reconciliations completed, adjusting entries posted, books closed and ready for review.
Summary email with key metrics and any items needing your attention. Optional call available.
Every account balanced and verified against source documents.
Proper categorization maintained and refined over time.
Properly documented and organized for tax time.
Key insights and action items delivered to your inbox.
Books ready to hand off to your CPA at year-end.
Direct line to your dedicated bookkeeper for questions.
Transparent pricing based on your transaction volume
For small businesses with simple needs.
For growing businesses with moderate volume.
For established businesses with high volume.
* Need more than 750 transactions? Contact us for custom enterprise pricing.
Enhance your monthly bookkeeping with these services
Monthly P&L, Balance Sheet, Cash Flow, and 30-min review call.
+$149/moFull bill management, payment scheduling, and vendor tracking.
+$199/moCalculate, prepare, and file your monthly/quarterly sales tax returns.
+$99/moYear-end preparation and filing of 1099s for your contractors.
$199/yearNo problem! We offer catch-up services to get you current before starting monthly bookkeeping. Learn more.
Yes, we specialize in QuickBooks Online. If you're using something else, we can help you migrate.
We set up a simple system—email, Dropbox, or a receipt capture app—whatever works best for you.
Yes, we require just 30 days notice. We'll ensure your books are in order before transitioning.
Let us handle your books so you can focus on what you do best.
