Bookkeeping
Your books, closed every month to the same calendar by a named bookkeeper and reviewed by a CPA. Current numbers every month, not a reconstruction every spring.
Everything handled, nothing left hanging
- Bank, credit card and payment-processor reconciliations
- Receipt and bill capture through Dext or Hubdoc
- Accounts payable and receivable tracking
- Month-end close by the 15th
- Monthly management report with commentary
- Quarterly CPA review of the ledger
Typically suits
Any business with more than a handful of transactions a month and better things to do with its evenings.
A clear rhythm, so nothing slips
Management report: income statement, balance sheet, cash summary and a written note.
One batch of questions per month, not a drip of emails.
Books that are already finished when tax season starts.
Common questions
Do I need to change software?
Usually not. We work in QuickBooks Online and Xero, and can migrate you from spreadsheets or desktop software if it makes sense.
What if my books are behind?
We complete a fixed-scope catch-up first, then move you onto the monthly calendar. See Catch-up & cleanup.
Who will I deal with?
One named bookkeeper who knows your business, with a CPA reviewing their work.
Explore our other accounting services
Ready for books you can rely on?
Tell us about your business and we’ll send a fixed, written proposal within two business days.