Books that are current, not a shoebox in March.
Monthly bookkeeping and the back-office admin that keeps slipping. Your accounts stay reconciled, your reports arrive on time, and tax season stops being an event.
Scoped and priced up front.
No hourly billing and no open-ended engagements. You know the number before we start.
Based on transaction volume and the number of accounts. Catch-up work is quoted separately.
What is included
- Monthly categorization and reconciliation
- Bank and credit card account matching
- Profit and loss and balance sheet each month
- Accounts payable and receivable tracking
- A year-end package your accountant can work from
- A named person who knows your account
What you get
- Clean, current books every month
- Monthly financial statements
- A simple summary of what changed
- Files organized for your tax preparer
We keep the books. We do not file your taxes or give tax advice, and we work alongside your CPA rather than replacing them.
From behind to current.
We assess where things stand.
A look at your current books, accounts, and any catch-up work needed before monthly service starts.
We get you current.
Catch-up reconciliation if needed, then a clean baseline to work forward from.
We close every month.
Reconciliation, statements, and a short summary, delivered within ten business days of month end.
Want this off your plate?
Book a free consultation. We will scope it, give you a number, and you decide.