CLEAR BOOKS • CONFIDENT DECISIONS • LESS STRESS
CLEAR BOOKS • CONFIDENT DECISIONS • LESS STRESS
Ongoing bookkeeping gives you consistent financial records, clearer insight into your business, and someone in your corner when questions come up.
Reliable financial organization and support, month after month.
ONGOING BOOKKEEPING SUPPORT
Running your business is already a full-time job. Keeping your books accurate, organized, and up to date shouldn't have to be another one.
BUILT FOR SMALL BUSINESS OWNERS WHO WANT
Clear Books
Accurate, organized records you can rely on throughout the year.
Confident Decisions
Financial information that helps you understand what your business is doing.
Less Stress
Less time wondering whether everything is categorized, reconciled, or ready for your tax professional.
CORE SERVICE
Monthly Bookkeeping
Keep your books accurate, organized, and up to date without spending your own evenings sorting through transactions. Monthly bookkeeping includes transaction categorization, account reconciliation, income and expense review, and ongoing maintenance of your financial records.
What you can expect
Clean, reconciled accounts
Consistent month-end bookkeeping
Ongoing account review
Organized income and expenses
Tax-ready financial records
A clearer picture of your finances
STARTING AT
$350 / month
INCLUDED WITH MONTHLY BOOKKEEPING
Financial Reporting You Can Actually Use
Your financial reports shouldn't just be documents you receive and file away. Monthly clients receive reporting designed to help you understand how your business is actually performing.
See your revenue, expenses, profitability, cash position, and important trends in a format designed for business owners, not accountants.
Profit & Loss Statement
Balance Sheet
Monthly Financial Summary
Key trends and financial observations
Sample Client View
MONTHLY FINANCIAL SUMMARY
AUGUST
REVENUE
$28.4K
EXPENSES
$18.2K
NET INCOME
$10.2K
Expense mix
Operations
46%
Labor
31%
Other
23%
ADDITIONAL ONGOING SUPPORT
Support Beyond the Books
Add the support your business needs without paying for services you don't.
ADD-ON SERVICE
Payroll Support
Ongoing payroll support helps keep employee pay, payroll records, and related bookkeeping organized alongside your monthly financials.
Payroll processing support
Payroll transaction review
Payroll bookkeeping coordination
Available as an add-on to monthly bookkeeping
ONGOING GUIDANCE
QuickBooks Online Support
Have a QuickBooks question or need help understanding how something should be handled? Ongoing clients have a bookkeeping resource available when questions come up.
QuickBooks questions and troubleshooting
Workflow and bookkeeping guidance
Support when unusual transactions arise
Included within ongoing client support