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Bookkeeping

Bookkeeping is the largest part of what we do, and it is built for the mass market — not just big companies with big budgets. Your dedicated team reconciles your accounts every month, categorizes every transaction, and hands you reports you can actually read. No hourly billing, no surprise invoices.

At a glance

  • Monthly bank & credit card reconciliations
  • QuickBooks Online and Xero certified
  • Flat monthly pricing from $199/mo
  • Catch-up and clean-up work available
  • Year-end books ready for your tax return
  • A real human who knows your business
What's included

Everything that comes with bookkeeping.

Transaction categorization

Every charge and deposit coded to the right account so your P&L tells the truth.

Monthly reconciliations

Bank, credit card, and loan accounts tied out so nothing is missing or double-counted.

Financial statements

Profit & loss, balance sheet, and cash flow delivered on a predictable monthly schedule.

Payroll coordination

We work alongside your payroll provider so wages, taxes, and benefits post correctly.

Software cleanup

Chart of accounts rebuilt, duplicate entries removed, and old messes untangled.

Tax-ready handoff

Your books close out clean so filing season is quick and cheap instead of a scramble.

How it works

Simple, predictable, no jargon.

1

Free discovery call

We look at your accounts, volume, and current state of the books — then quote a flat fee.

2

Onboarding & cleanup

We connect your accounts, fix the chart of accounts, and catch up any prior months.

3

Monthly rhythm

Books close each month and you get reports plus a short plain-English summary.

Pricing

Included in every monthly plan, starting at $199/mo. Catch-up and cleanup work is quoted based on the months and volume involved.

Common questions

Do I need to switch accounting software?

No. We work in QuickBooks Online and Xero, and if you are on something else we will tell you honestly whether moving is worth it.

What if I am years behind?

That is one of our most common projects. We quote catch-up work separately so you know the full cost up front.

Will I have a dedicated person?

Yes. You get a client manager who knows your business, plus an accounting advisor for bigger questions.

Explore other services

Ready to get started with bookkeeping?

Book a free 20-minute call, email us, or call toll-free. We'll scope your needs and quote a flat price.