Monthly Bookkeeping & Reconciliation
We reconcile your accounts and categorize every transaction, so nothing is a surprise at tax time.
Learn more →What We Actually Do
We keep the books for small businesses. That means reconciling your accounts, categorizing every transaction, and handing you financials you can read without an accounting degree — plus a monthly letter grade on the health of your business. Six services, one flat monthly price, starting at $500 a month. Most clients pay more than that, and what moves it is how many accounts we're reconciling and how many transactions run through them.
The Six Things
QuickBooks Setup & Cleanup
A chart of accounts that actually fits your business, set up right, so your reports mean something.
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Catch-Up Bookkeeping
Months or years behind? We rebuild it, quote it flat up front, and never bill you by the hour.
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Financial Reporting & The Score
Your financials, plus a monthly letter grade on the health of your business in plain English.
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Payroll Coordination
Your provider runs payroll. We make sure what they reported matches what actually left your bank.
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Bookkeeping Advisory — Included
Questions about your numbers don't start a meter. Asking is part of what you already pay for.
Learn more →What We Don't Do
Worth saying plainly, because it saves everyone a call.
We don't prepare or file tax returns. We hand your tax preparer books they can work from without sending anything back. If you don't have a preparer, we can point you toward one.
We don't run your payroll. Your provider runs it. We record it and reconcile it — we make sure what they reported matches what actually left your bank.
We don't pay your bills or chase your invoices. We'll review your payables and receivables and tell you what we're seeing. Sending and collecting stays with you.
We don't file sales tax returns.
That list is short on purpose. What we do, we do all the way.
How It Fits Together
The monthly work is the foundation. Accounts reconciled, transactions categorized, payroll tied back to the bank. Nothing downstream is worth anything if that part isn't right.
On top of it you get financials and The Score — a letter grade on eight categories of financial health, in plain English, every month. That's the part that tells you what the numbers mean.
And running underneath all of it is Trusted Eyes: a screening layer that looks for the patterns fraud and error leave behind. Balanced and honest are not the same thing.
Not Sure Which Of These You Need?
Most people aren't. That's what the call is for.
Thirty minutes on Zoom. Nothing to drive to.