Your bookkeeping, managed for you.
Done-for-you bookkeeping starts at $350/month. My Company Bookkeeper software is included, so there is no separate $59 software charge.
What we do every month
The same routine every month, so nothing piles up until tax season.
- Monthly bookkeeping
- Clean categorization and coding against your chart of accounts. Target close by the 5th, once your statements are in.
- Bank & card reconciliation
- Every bank and card account checked against the statement, with anything unmatched flagged for review.
- Financial reporting
- P&L, balance sheet, and cash-flow summary — translated into plain language.
- Statement coverage checks
- Every month of every account tracked, so no bank or card statement goes missing.
- QuickBooks setup & training
- Chart of accounts built right, templates set, and your team trained in.
- CPA-ready year-end
- Clean schedules and a tidy file your CPA will actually thank you for. We prepare the books; your CPA handles the tax return.
Not sure what you need?
Send us your QuickBooks file and we'll tell you exactly where the gaps are — free.