What we deliver every month
Bank and credit card reconciliation, transaction categorization, adjusting journal entries, and balance sheet plus profit-and-loss reports. Delivered within ten business days of month-end.
Catch-up bookkeeping
If your books are behind, we scope a one-time catch-up project before starting monthly service. We quote based on transaction volume and the number of accounts involved. Most catch-up projects cover one to three years.
Have a specific situation?
Call the office and a human answers.
Handoff to tax prep
Because we do both bookkeeping and tax, the year-end handoff is seamless. Adjusting entries for tax are posted in December; the tax return is prepared from the finalized books in February.
Common questions
- Do I have to use QuickBooks Online?
- We prefer QBO for ongoing bookkeeping. Clients on QuickBooks Desktop, Xero, or Wave are welcome. We don't take on clients using only spreadsheets for monthly service.
- How much does monthly bookkeeping cost?
- Typically $300–$800 per month depending on transaction volume, number of bank accounts, and complexity. We quote fixed-fee after reviewing your books.
- What if my receipts are in a shoebox?
- That's a catch-up project. We handle digitization and categorization as part of that engagement.