Bookkeeping

Bookkeeping is the foundation everything else stands on: clean daily records, a disciplined monthly close, and financial statements you can actually trust. Our bookkeeping service handles all of it on a fixed monthly fee — no hourly meters, no surprise invoices.

What's included

• Daily transaction entry. Your bank, credit card, and payment feeds (Stripe, Shopify, PayPal, and 40+ other tools) flow into your ledger and are categorized against a chart of accounts built for your business.
• Weekly matching and cleanup. Transactions are matched to receipts and transfers every week — not piled up for a year-end scramble — so discrepancies surface while they're easy to fix.
• Monthly reconciliation and close. Every account reconciled to the statement, accruals and prepayments journalized, and a close checklist run before your numbers are called final.
• A quality review on every close. A senior reviewer who didn't do the work checks the close before your reports reach you. Two sets of eyes is how errors get caught.
• Real-time dashboard. Profit and loss, balance sheet, and cash position available 24/7 — not locked in a spreadsheet only your bookkeeper can open.
• Year-end package. A clean, reconciled, documented hand-off your tax preparer will actually thank you for.

How your month runs

Week 1: your close from the prior month is finalized and your reports are delivered by the 5th business day.

Weeks 2–4: transactions flow in daily and are categorized weekly. Anything unusual — a duplicate charge, an uncategorized vendor, a balance that doesn't tie — gets flagged to you with a question, not silently "fixed."

Close week: accounts reconcile, the checklist runs, the quality review signs off, and your dashboard updates. If something can't be reconciled, you hear about it before the 5th — with what we need from you to resolve it.

What it costs

Pricing scales with your company's total monthly expenses, so you pay for the workload you actually generate: plans start at $250/mo, and at the ~$25k/month expense tier the Basic plan is $375/mo. Slide the pricing table to your expense level for exact numbers — annual billing gets you 2 months free on every plan.

Who it's for — and who it isn't

This is for owner-operated and small-team businesses that want clean books without hiring: e-commerce brands, restaurants, law firms, construction outfits, SaaS startups — see our industry pages for the specifics of each.

It's probably not the right fit if you enjoy doing your own books (genuinely — some people do), or if you need accrual accounting, inventory accounting, and full close reporting today. That's our Accounting service, and many clients grow into it.

And if your books are months or years behind rather than simply busy, start with Catch-Up Bookkeeping — we'll bring you current first, then roll you onto a monthly plan.

Bookkeeping questions, answered

Do I have to switch accounting software? No — we work with QuickBooks Online, Xero, Wave, FreshBooks, NetSuite, and more. If you're on spreadsheets, we'll migrate you to the right platform during onboarding (license included in every plan).

Who owns my books and data? You do — completely. Everything lives in accounts you control, you can export it all at any time, and if you ever leave you get a complete, documented hand-off.

What do you need from me each month? Surprisingly little: receipts for anything cash-based, answers to the occasional flagged transaction, and approvals on anything ambiguous. Everything else is pulled automatically from your connected accounts.

What happens if my books can't fully close by the 5th? You get an honest note explaining exactly what's blocking the close and what we need — not a silent delay. The 30-day money-back guarantee covers your first month precisely so you can judge us on how this actually goes.

Where to go next

• Outgrowing cash-basis books? See Accounting.
• Behind before you even start? Catch-Up Bookkeeping.
• Want the month-end discipline without the service? Read the 5-point monthly close checklist we run for clients.
• Your industry, specifically: e-commerce, restaurants, law firms, construction, and SaaS.