Small Business Bookkeeping

Each month we categorize transactions, reconcile your bank and credit accounts, and deliver a P&L, Balance Sheet, and Cash Flow report — plus a short video walkthrough so the numbers actually make sense. You get email support from a dedicated bookkeeper who knows your business.

Most clients receive completed financials by the 15th of each month. Your exact timeline depends on how many accounts you have and how quickly your bank feeds sync — we'll set clear expectations during onboarding.

We work primarily with QuickBooks Online and Xero. If you're on another platform or starting from scratch, we'll help you choose the right setup and structure your chart of accounts so your reports are actually useful.

Yes. Cleanup and catch-up is one of our most common starting points. We assess how far behind you are, reconcile every open period, and get your records current before moving you into ongoing monthly service.

We specialize in monthly bookkeeping, not tax filing. What we do provide are clean, organized books your CPA can work from — which usually means fewer surprises, lower prep fees, and a much smoother tax season.

Absolutely. Many of our clients do. We give your accountant access to your books and coordinate directly when questions come up. If you don't have a CPA yet, we're happy to recommend one.

Book a free 30-minute consultation. We'll learn about your business, review your current books, and recommend the right plan — monthly bookkeeping, cleanup, or both. Most clients are fully onboarded within 7 business days.

We use transparent flat-rate plans based on account volume and transaction complexity — no hourly billing surprises. Any cleanup or catch-up work is quoted separately upfront so you know the full cost before we begin.

Our monthly plans don't require long-term contracts. If you need to step away, give us 30 days' notice. Your QuickBooks or Xero account stays yours, and you take your books with you.

Yes. We use read-only bank connections, encrypted document storage, and follow SOC 2-aligned internal controls. Your login credentials are never stored on our side.