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.
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.
Related
QuickBooks Setup & Support
QuickBooks setup, cleanup, and monthly reconciliation for small businesses. Chart of accounts, bank feeds, and monthly reports that match the tax return.
Small Business Payroll
Quarterly and annual payroll filings: Forms 940, 941, UCT-6, W-2, and 1099. We calculate, file, and make the tax deposits so owners can focus on growth.