Bank & card reconciliation
Every account tied out monthly, no stray transactions left uncategorized.
Books that stay clean and current.
Monthly bookkeeping done by real accountants: categorized, reconciled, and closed on a schedule. You get financials you can trust and a business that is always tax-ready.
- Monthly categorization + reconciliation
- QuickBooks Online or Xero
- P&L, balance sheet, cash flow
- Year-end tax package included
Pricing
Every price, published.
- Freelancer One person, one bank account, one revenue stream
- $99/mo
- Business Up to $15k in monthly expenses
- $399/mo
- Business Up to $30k in monthly expenses
- $599/mo
- Business Up to $60k in monthly expenses
- $749/mo
- Business Up to $100k in monthly expenses
- $899/mo
- Business Up to $150k in monthly expenses
- $1,049/mo
- Business Up to $200k in monthly expenses
- $1,199/mo
- Business More than $200k in monthly expenses
- Custom quote
What's included
Everything handled, nothing left to chase.
Revenue reconciliation
Stripe, Shopify, PayPal, and Amazon settlements matched to bank deposits.
Monthly financials
P&L, balance sheet, and cash flow delivered by the 15th of each month.
Chart of accounts
A clean, meaningful chart of accounts tailored to your business.
Year-end tax package
A tax-ready file handed to your CPA, or filed by our tax team if we prepare your return.
A named accountant
One person who knows your books and answers your questions.
Who it's for
Wherever you run it from.
For U.S.-based owners
U.S. small businesses that want their books off their plate and delivered on a reliable monthly schedule.
For international founders
International founders whose U.S. entity needs GAAP-style books to file U.S. tax returns, satisfy banks, and report back to home-country auditors.
How it works
A clear path, start to finish.
- 01
Cleanup
If books are behind, we get you current with a one-time catch-up engagement.
- 02
Onboard
We connect accounts, build the chart of accounts, and set the close calendar.
- 03
Close monthly
Reconcile, categorize, review, deliver. Every month, without fail.
FAQ
Common questions.
Do you work in QuickBooks or Xero?
Both. We will recommend one based on your setup, integrations, and preference.
Can you catch me up if I'm behind?
Yes. A cleanup engagement gets your prior months current before we start the monthly service. We quote it before starting.
Do you handle accrual accounting?
Yes. Most clients start on cash and move to accrual as they scale, and we will tell you when it is time.
Is tax return preparation included?
Bookkeeping and tax returns are separate services, but they are designed to hand off cleanly to each other.
Ready when you are.
Book a free 30-minute consultation. We will walk through your situation and map the fastest path forward.