Book a call

How Backplate works

Backplate keeps the books for small-business owners across the United States. We agree access, scope and schedule before service begins, then do the bookkeeping every month.

Book a 30-minute callSee pricing

From the first call to your monthly books

  1. Book a call

    Choose a 30-minute Google Meet time on Calendly.

  2. Agree the work

    We agree access, the bookkeeping scope and the schedule in writing.

  3. Send what we need

    You share the records and answers we agreed. We do the bookkeeping.

  4. Receive your monthly books

    You receive categorized transactions, reconciled included accounts, a profit and loss statement and balance sheet.

Agree the work before it starts

The first step is a 30-minute Google Meet. We talk through your business, your current bookkeeping setup and your questions. Your business name is required to book; plan interest is optional.

What we agree in writing

  1. Access to your records and bookkeeping system
  2. The bookkeeping scope for your plan
  3. The monthly schedule
  4. How you send records and answer our questions
  5. A separate quote for any historical catch-up

Then, every month

The same handoff each month, on the schedule we agreed.

  1. You share

    The records and answers agreed during setup, in the way we agreed to receive them.

  2. We do the bookkeeping

    We categorize the month’s transactions and reconcile the accounts in your plan.

  3. You receive your books

    Your profit and loss statement and balance sheet for the month.

What the monthly work covers

Included in every plan

  • Transactions categorized
  • Accounts reconciled
  • Profit and loss and balance sheet
  • Questions about your books

Quoted before it starts

  • Historical catch-up
  • Volume above a plan limit
  • Additional entities
  • Work outside the agreed bookkeeping scope

The bookkeeping system you use

We work with the bookkeeping system you use. Access, and how we work in it, are agreed during setup.

Same-day replies

Ask an ordinary question by email or WhatsApp and we reply the same day.

Please don’t send bank passwords, Social Security numbers or financial documents by WhatsApp, email or this site’s form. How records are shared is agreed during setup.

Questions, answered plainly

What do I need for the call?

Your business name, which the booking form asks for, and your questions. Plan interest is optional. We can talk through the system you use and the state of your books on the call.

What do we agree during setup?

Access to your records and bookkeeping system, the scope of the work, the monthly schedule, and how you send us records and questions.

Will you work with my bookkeeping system?

Yes. We agree access and how we work together during setup.

When will my books be ready each month?

We agree the monthly schedule with you during setup.

What should I keep out of email and WhatsApp?

Bank passwords, Social Security numbers and financial documents. How records are shared is agreed during setup.

Book a 30-minute call

Discuss your business, your current bookkeeping setup and your questions.

Book a 30-minute call

Your business name is required to book. Plan interest is optional.

Please don’t send bank passwords, Social Security numbers or financial documents by WhatsApp, email or this site’s form.