Monthly bookkeeping done by trained accountants in QuickBooks Online or QuickBooks Desktop. Your books stay closed, reconciled, and ready for tax season — no end-of-year cleanup scramble.
Every April, businesses discover the same problem: their books aren't actually ready for tax prep. Transactions are miscategorized, bank reconciliations haven't been touched since August, and the P&L bears only a passing resemblance to reality. What should be a three-week tax return becomes a six-week ordeal because the CPA has to rebuild the books first.
The fix is boring but transformative: real monthly closes. Every month, by the 15th, we reconcile all bank and credit card accounts, categorize every transaction, review classifications with you if anything looks off, and close the books. When tax season arrives, your P&L and balance sheet are already accurate. Your CPA — us — just pulls the numbers and goes.
We work in QuickBooks Online or QuickBooks Desktop. We can take over a mess (we specialize in cleanup engagements) or build your books from scratch. We don't use offshore data-entry farms or AI-only categorization — every transaction is reviewed by a trained human accountant.
Flat monthly price. No transaction counts, no surcharges for extra accounts, no hidden fees.
Every account reconciled monthly against statements. Discrepancies investigated and resolved, not hidden in suspense accounts.
Every transaction properly categorized according to your chart of accounts. Revenue, COGS, operating expenses, owner distributions — all correctly classified for tax purposes.
Delivered by the 20th of the following month, with a short commentary on revenue trends, expense changes, and anything unusual.
Operating, investing, and financing activities broken out clearly. Critical for businesses that track cash separately from accrual profit.
Aging reports, customer-level balances, and follow-up reminders for outstanding invoices. You see exactly who owes what.
Bill entry, due-date tracking, and weekly AP reports so nothing goes to late-payment penalties.
Complete year-end trial balance, reconciled balance sheet, and tax-ready P&L — delivered directly to your tax preparer (us or anyone else).
Same person every month. They learn your business, your vendors, and your quirks. No ticketing-system roulette.
Service businesses, consultants, agencies, and professional practices with $50K–$5M in annual revenue.
Shopify, Amazon, Etsy, and Walmart sellers. We handle multi-channel revenue, inventory, and sales tax.
Single-entity landlords to 10-property portfolios. Per-property P&L and Schedule E prep included.
Pre-seed through Series B. We handle deferred revenue, stock comp accruals, and investor reporting packages.
We audit your current books, identify issues, and set up (or clean up) QuickBooks. Typically 1–2 weeks.
Bank feeds sync nightly. Our system flags anomalies for next-morning review — not month-end surprises.
By the 15th of every month, prior month is reconciled, reviewed, and closed. You get the financial package on the 20th.
Clean trial balance and reconciled books handed to tax prep. No cleanup fees, no January scramble.
Essentials tier ($395/mo) covers businesses up to $250K revenue. Growth ($695/mo) and Enterprise ($1,295/mo) tiers scale with your business. No transaction limits.
Book a consultation. We'll look at your current books, tell you what's working, what's not, and what our monthly engagement would look like.
Book your consultation →