Monthly Bookkeeping
Accurate recording and categorization of income and expenses, monthly reconciliations, financial statements, and ongoing support to keep your books current.
One flat monthly fee covers reconciliation, categorization, clean-up and reporting — so your books are always current and always explainable.
Six offerings, one point of contact for all of it.
Monthly Bookkeeping
Accurate recording and categorization of income and expenses, monthly reconciliations, financial statements, and ongoing support to keep your books current.
Bookkeeping Clean Up
Correction of past errors, organization of historical records, account reconciliation, and preparation of accurate financial reports.
Accounts Payable & Receivable
Management of vendor invoices, payment tracking, customer billing, and aging reports to support smooth financial operations.
Bank & Credit Card Reconciliation
Detailed monthly reconciliation to ensure your financial records match your statements and remain audit ready.
Payroll Coordination
Support with payroll data entry, reporting, and coordination with your payroll provider.
QuickBooks Setup & Support
Initial setup, chart of accounts configuration, and ongoing assistance to ensure your system is optimized for your business.
Custom packages are available.
Schedule a consultation to discuss your specific needs.
Our promise
If you find an error in your books within 30 days of delivery, we fix it at no charge — no questions asked.
Every plan runs month to month. Cancel or change your service level anytime with 30 days' notice.
Questions about your numbers get a reply from your bookkeeper within one business day, every time.
Refer a friend
Know another business owner who needs organized books? Send them our way — once they sign up for ongoing service, you'll receive 10% off your next month's invoice as a thank you.
Ready when you are
Pick a date and time that works for you and we'll walk through your books, your goals, and how the monthly service would fit — no back-and-forth emails required.
How the monthly service works, what we need from you, and how your records are handled day to day.
Send us last month's bank statement and we will tell you honestly what the work involves before you commit.
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