Books that are calm, clean, and current.
Monthly bookkeeping that tells you where your money went, keeps you ready for tax time, and gives you reports you can actually read.
What is included
The whole monthly routine, handled
Monthly reconciliation
Your bank and card accounts matched to your books, every month.
Categorized transactions
Each transaction sorted into the right category, so nothing is a mystery.
P&L and balance sheet
Reports you can read, so you know where the business stands.
Payroll coordination
We work with your payroll provider so payroll entries land correctly.
Sales-tax-ready reports
Sales organized so your sales-tax filings are easier to prepare.
Year-end handoff to tax prep
Clean books go straight to tax preparation, with fewer questions and less scrambling.
Messy vs. tidy
See the difference
The shoebox method
- Gas?? 3/14
- Venmo - ???
- Receipt (faded)
- Costco, biz or home?
- Unlabeled deposit $$
- Card ending 4417 ???
Where did the money go? Which of these are deductible? Good luck at tax time.
Illustrative example
Find your fit
Which plan fits your business?
Slide and toggle to see where you land. No dollar amounts here: every business is different, so you get a custom quote, no surprises.
Roughly how many deposits, card swipes, and payments go through all your accounts.
We would suggest
Starter
Light, steady upkeep for a simple setup.
- Monthly reconciliation of your accounts
- Categorized transactions
- P&L and balance sheet each month
- Year-end handoff to tax prep
Custom quote, no surprises. This is a friendly starting point, not an offer. We confirm the right fit and price with you before we begin.
Get my custom quoteFAQ
Bookkeeping questions, answered
Other ways we can help
Ready when you are.
Book a visit online in under a minute, or give us a call. Walk-ins welcome during office hours.