Bookkeeping & Accounting
Books you can trust, closed every month.
We keep your books current, reconcile every account and close each month on a schedule, so the numbers you make decisions with are right.
What’s included.
- 01Monthly bookkeepingEvery transaction categorized, with receipts matched where you send them.
- 02ReconciliationsBank, credit card, loan and payment-processor accounts tied out to the penny each month.
- 03Monthly financial statementsProfit and loss, balance sheet and cash flow, with a short note on what changed and why.
- 04Bills and invoicesWhat you owe and what you’re owed, tracked so nothing slips past its due date.
- 05PayrollRun through Rippling or the provider you already use, with payroll taxes filed on time.
- 06Year-end packageClean books and the reports your tax preparer needs, ready before they ask.
How a month works.
- 1Early in the month
We pull in last month’s transactions from your bank, cards and sales platforms.
- 2Next
We categorize, reconcile and follow up on anything unclear, with one short list of questions instead of a trickle of emails.
- 3By the 15th
Your statements are closed and in your inbox, with the note on what changed.
- 4Any time
Questions go to the senior lead on your account, who knows your books.
Behind on your books?
If your books are months or years behind, we start with a catch-up project to bring them current, quoted as a one-time fixed fee. Monthly bookkeeping begins once you’re caught up.
Built for how you sell.
Works with.
QuickBooks Online, Xero, Rippling, Shopify, Amazon, A2X and Link My Books. We work inside your accounts, so you keep full ownership of your books.
Questions.
Do you work in QuickBooks or Xero?
Both. If you’re on something else, we’ll recommend which fits and handle the move.
What do you need from me each month?
Access to your accounts once, then a few minutes a month to answer our questions and send any receipts we ask for.
How much does it cost?
It depends on how many transactions you have, how many accounts they run through and whether your books are current. After a free consultation, we send a fixed monthly fee in writing. There’s no hourly billing.
Can I switch from my current bookkeeper?
Yes. We handle the handoff, including getting past records and access from your current provider.