Bookkeeping for small businesses, starting at $499/month.
Your books, closed every month.
We keep your books in QuickBooks Online or Xero, reconcile every account to its statement and close each month by a set business day, with short notes on what changed.
Your first month is free.Billing starts in month two. Cancel by email before then and you owe nothing. Offer terms
Profit and loss · May
May closed · Business day 7| Revenue | 84,250.00 |
|---|---|
| Cost of goods sold | (31,906.40) |
| Gross profit | 52,343.60 |
| Operating expenses | (38,117.25) |
| Net income | 14,226.35 |
Reconciled to statement
- Operating account
- Business credit card
- Stripe payouts
What you get each month.
Current statements whenever a lender, landlord or your CPA asks, and a clear view of what you earned and spent.
- Profit and loss
- What you earned and spent in the month.
- Monthly
- Balance sheet
- What the business owns and owes at month-end.
- Monthly
- Reconciliations
- Each included account checked against its statement, to the cent.
- Monthly
- Month-end notes
- What changed, what needs attention, and anything we need from you.
- Monthly
- Year-end package
- Clean books and supporting reports for your CPA or tax preparer.
- Yearly
Growth and Established add cash flow, receivables and payables, and more. Reports by plan
How a month closes.
Every plan follows the same stages, counted in business days after month-end. Pick a plan to see its calendar.
Growth: records due by business day 3. Books closed by business day 7.
- Collecting records · days 1–3. Statements and receipts come in. We ask once, clearly, for anything missing.
- In progress, then checked · days 4–6. We categorize and reconcile, then check the month against our written close checklist.
- Closed · day 7. Your statements and month-end notes arrive.
Late records? The month waits as “Needs your input”, and we tell you the new date. It is never silently late.
Three plans. The limits are written down.
Choose by how many accounts you have and how many transactions you run in a typical month. Bookkeeping only: tax filing and payroll aren’t included.
Essentials
Newer businesses with a few accounts and steady volume.
- Price
- $499 a month
- Accounts
- Up to 3
- Transactions a month
- Up to 125
- Books closed by
- Business day 10
Growth
Growing teams with payroll, invoices and bills to track.
- Price
- $999 a month
- Accounts
- Up to 6
- Transactions a month
- Up to 400
- Books closed by
- Business day 7
Established
Higher-volume businesses that want accrual books and forecasts.
- Price
- $1,999 a month
- Accounts
- Up to 10
- Transactions a month
- Up to 600
- Books closed by
- Business day 5
Your first month is free.Billing starts in month two. Cancel by email before then and you owe nothing. Offer terms
Compare every planWe keep the books. Your CPA files the taxes.
Bookkeeping is the monthly record of what came in, what went out, and what you own and owe. Tax filing, payroll and advice are separate jobs. We work alongside the people who do them.
In every plan
- Every transaction categorized
- Every included bank, credit card and loan account reconciled to its statement
- A monthly close with profit and loss and balance sheet
- Month-end notes: what changed, what needs attention, what we need from you
- A year-end package for your CPA or tax preparer
Never in any plan
- Tax preparation or filing, including sales tax and 1099s
- Payroll processing
- Paying bills or moving money
- CFO, investment or legal advice
- Audits, reviews, compilations or other assurance work
Starting takes about two weeks.
30 minutes
A call
We learn how your business runs and recommend a plan, with its price.
Usually two weeks
Onboarding
You add us to QuickBooks Online or Xero, and we agree what you’ll send each month.
Free
Your first close
We close your first full month. Billing starts with month two.
Tell us where your books stand.
In 30 minutes we’ll recommend a plan and tell you what it costs. If your books are behind, we’ll say what catching up involves.
Free, on Google Meet. No obligation.