Books that stay clean and current.
Monthly bookkeeping done by real accountants — categorized, reconciled, and closed on a schedule. You get financials you can trust and a business that's always tax-ready.
- Monthly categorization + reconciliation
- QuickBooks Online or Xero
- P&L, balance sheet, cash flow
- Year-end tax package included
Bookkeeping
Includedper month, starting
Priced on transaction volume and number of accounts.
Bank & card reconciliation
Every account tied out monthly, no stray transactions left uncategorized.
Revenue reconciliation
Stripe, Shopify, PayPal, and Amazon settlements matched to bank deposits.
Monthly financials
P&L, balance sheet, and cash flow delivered by the 15th of each month.
Chart of accounts
A clean, meaningful chart of accounts tailored to your business.
For US-based owners
US small businesses that want their books off their plate and delivered on a reliable monthly schedule.
For international founders
International founders whose US entity needs GAAP-style books to file US tax returns, satisfy banks, and report back to home-country auditors.
What's included
Everything handled, nothing left to chase.
Bank & card reconciliation
Every account tied out monthly, no stray transactions left uncategorized.
Revenue reconciliation
Stripe, Shopify, PayPal, and Amazon settlements matched to bank deposits.
Monthly financials
P&L, balance sheet, and cash flow delivered by the 15th of each month.
Chart of accounts
A clean, meaningful chart of accounts tailored to your business.
Year-end tax package
A tax-ready file handed to your CPA — or filed by our tax team if we prepare your return.
Founder-friendly dashboard
Simple monthly summaries so you can see the numbers without wading through software.
How it works
A clear path, start to finish.
01
Cleanup
If books are behind, we get you current with a one-time catch-up engagement.
02
Onboard
We connect accounts, build the chart of accounts, and set the close calendar.
03
Close monthly
Reconcile, categorize, review, deliver — every month, without fail.
FAQ
Common questions.
Do you work in QuickBooks or Xero?
Both. We'll recommend based on your setup, integrations, and preference.
Can you catch me up if I'm behind?
Yes. A cleanup engagement gets your prior months current before we start the monthly service.
Do you handle accrual accounting?
Yes. Most clients start on cash and move to accrual as they scale — we'll advise when it's time.
Is tax return preparation included?
Bookkeeping and tax returns are separate services — but they're designed to hand off cleanly to each other.
Ready when you are.
Book a free 30-minute consultation. We'll walk through your situation and map the fastest path forward.
Book a call