01
Monthly close
Transactions classified, accounts reconciled, statements prepared, and questions surfaced before they become a year-end mess.
Now serving Q2 '26 engagements
Clean monthly books,
delivered by the 10th.
Bookkeeping that gives small business owners clear numbers, clean records, and more time to run the business. We work exclusively in QuickBooks Online and handle close, reconciliations, and readable monthly reporting - no payroll, no tax prep, no hourly surprises.
Monthly close by the 10th
Cleanup & catchup available
Fixed monthly scope
QuickBooks Online only
Sample close packetReady
Sample bank deposit
Deposits / 4010
+12,847.20
Software subscription
Software / 6220
-1,892.00
Professional services
Contractors / 6310
-4,250.00
Card charge split
Mixed / needs rule
Review
Sales tax accrual
Liabilities / 2210
-3,418.77
23 sample entries reconciled
streaming
Built for small businesses that need clean, current, and understandable books.
Core services
The bookkeeping work that matters every month.
02
Cleanup and catchup
Backlogged months, messy charts of accounts, unreconciled balances, and inherited bookkeeping problems scoped clearly before work starts.
03
Readable reporting
Monthly financials with plain-English notes, open items, and the records your tax preparer needs at year-end.
Simple process
From first call to monthly rhythm.
Step 01
Review the current file.
We look at your QuickBooks Online file, bank feeds, account list, open questions, and how far behind the books are.
Step 02
Scope cleanup if needed.
Catchup work is priced separately when the books need repair before monthly close can run cleanly.
Step 03
Close every month.
Once steady state starts, you get reconciled books and a monthly packet by the 10th.
Pricing
Clear monthly bookkeeping, priced before work begins.
Know your cost upfront. Final pricing depends on account count, transaction volume, cleanup needs, payroll activity, and reporting complexity. Custom cleanup is scoped by months behind, transaction volume, and condition of records.
Essential
$349/mo
Solo owners and straightforward small businesses that need consistent monthly books.
- Up to 300 monthly transactions
- Up to 5 bank, credit card, or payment accounts
- Monthly transaction categorization
- Monthly account reconciliations
- P&L and balance sheet reports
- Email and phone support
Growth
$499/mo
Active businesses with more volume, accounts, payroll, or sales tax activity.
- Everything in Essential
- Up to 800 monthly transactions
- Up to 15 bank, credit card, or payment accounts
- Monthly financial review notes
- Payroll reconciliation support
- Sales tax categorization
- Priority email and phone support
Premier
Starting at $899/mo
Higher-volume or more complex books that need closer oversight and reporting.
- Everything in Growth
- 800+ monthly transactions or complex account activity
- Multi-account and higher-volume support
- Weekly bookkeeping updates
- Cash flow tracking
- Advanced or custom financial reports
- Monthly review call
- Priority turnaround and phone support
Custom cleanup and catch-up work is scoped separately.
Want cleaner books next month?
Tell us where things stand and get a practical plan for cleanup, close, and monthly support.