Bookkeeping.
Monthly categorization, reconciliation, profit and loss, and balance sheets, delivered on a predictable cadence so you always know where you stand.
- 5 business daysFrom month-end to your P&L
- 48hrTypical reply window
- 100%Reconciled, every account
Your books, closed cleanly every month, and explained in plain English. We work entirely in QuickBooks Online so you keep ownership of the file, and we keep the file in order.
Everything in the engagement.
No surprise add-ons. No "you'll need to upgrade for that." A bookkeeping engagement covers everything below at the same fixed monthly rate.
Transaction categorization
Every transaction (bank, credit card, payment processor) categorized against your chart of accounts.
Bank and credit reconciliation
Statements matched to the books each month. Discrepancies get flagged before they have a chance to compound.
Profit and loss report
Monthly P&L delivered within five business days of close, with notes on anything that looks unusual.
Balance sheet
A current snapshot of what you own, owe, and have built. Month after month.
Email and Loom support
Questions get answered same-day, in writing or with a quick screen-recorded walkthrough.
Year-end handoff
Clean books, properly closed, packaged for your CPA. Saves real money at tax time.
- Your books are behind, in a spreadsheet, or in a shoebox
- You're paying too much at tax time because nothing is reconciled
- You can't answer "how did Q1 look?" without a knot in your stomach
- You want a partner, not a portal
- You're a Fortune 500 company with an in-house CFO
- You prefer to DIY everything in QuickBooks yourself
- You're looking for tax preparation only (we refer out for filing)
We'd rather refer you to a better fit than overserve the wrong client. Reach out anyway. We know good people for every situation.
From day one to a clean monthly close.
Most engagements onboard in two weeks. The first monthly close lands on schedule the month after.
- 01
Send us read-only access
We connect to your bank, cards, and QuickBooks file. Read-only, secure, on day one.
- 02
We clean up the backlog
However many months are behind, we get current before we start the monthly cadence.
- 03
We close each month, on time
By the 5th business day of the following month, your P&L and balance sheet are in your inbox.
- 04
We answer your questions
Quick Loom walkthroughs of anything that's confusing. Have a finance question but don't know who to ask? Ask us!
- Do I keep my QuickBooks file?
- Yes. The file lives in your QuickBooks Online account, and we're just users on it. If we ever part ways, your data stays with you.
- How much does it cost?
- It depends on your transaction volume and how many accounts you have. We give a fixed quote after the free consultation, with no surprises.
- What about taxes?
- We don't file taxes, but we do tax advising and hand clean books to your CPA. Most clients save more on their tax bill than they spend on our bookkeeping.
- Can we just do a cleanup, not ongoing?
- Yes, we do cleanup-only engagements. Most clients choose to keep us on once the books are clean, because the slope back to chaos is steep.
Other services.
Let's get the books caught up.
Free thirty-minute consultation. We'll review where you are, where you want to be, and what fits.