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Bookkeeping services

Full-service bookkeeping, handled start to finish

You forward the mail and answer the occasional question. We do everything else and every month you get statements plus a call that explains them in English.

Book a free 20-minute callSee Pricing

Every service includes

Whichever piece you need, these do not change.

  • A flat price, agreed in writing before we start
  • No charge for asking a question, ever
  • Your accounting file stays in your name
  • Two people you can call by name
what's included

The full monthly cycle

  • Bank and credit card reconciliation: every account, every month, tied to the statement
  • Transaction categorization: coded to a chart of accounts built for your industry, not a generic template
  • Accounts payable: bills entered, approvals tracked, vendors paid on time
  • Accounts receivable: invoices out, payments applied, and a chase list so you get paid
  • Monthly financial statements: P&L, balance sheet and cash flow, delivered by the 15th
  • A monthly review call: 30 minutes to walk through what changed and what it means
  • Year-end CPA package: clean, tied-out files handed straight to your tax preparer

What makes this different from what you have now

Most bookkeeping arrangements end when the file is updated. Ours ends when you understand it.

The monthly call is not an upsell. It is included in every plan, because a report nobody reads is just an expensive PDF. We will tell you what moved, what is coming, and what we would watch.

You will never get an invoice for asking a question.

Typical fit

Businesses doing $250K to $25M a year with 50 to 1800 transactions a month, one to three bank accounts, and between zero and one hundred employees.

getting started

Your first 30 days

1

Discovery call

Twenty minutes. What you run, what software you're on, how far behind you are, what's driving you crazy.

2

Quote in 24 hours

Flat monthly price, plus a separate one-time cleanup fee if you need one. In writing.

3

Setup week

We connect accounts, rebuild or repair your chart of accounts, and set the close calendar.

4

First close

Statements delivered and your first review call on the books. You'll know exactly where you stand.

questions

Full-service bookkeeping FAQ

How much of my time will this take?

About an hour in the first week for setup, then roughly fifteen minutes a month plus the review call. We chase you for what we need rather than waiting and then blaming the delay on you.

Do I have to switch software?

No. We work in QuickBooks Online, QuickBooks Desktop and Xero, and we will use whatever you already have.

If your current setup is costing you real money or real time, we will say so and show you the numbers. It is still your decision, and we will keep working in the old one if you would rather not move.

What if my books are behind before we start?

That is common and it is not a problem. We review the file for free, then quote the catch-up work as a separate one-time engagement so you can see exactly what the history costs versus what the monthly service costs.

Monthly service starts once you are current, so you are never paying a monthly fee to sit in a backlog.

Will you talk to my CPA?

Yes, directly, and there is no extra charge for it. Most CPAs would rather deal with us than chase you for answers.

At year end they get a clean, tied-out package rather than a file they have to fix first, which usually means less billable time on their side too.

Can I cancel?

Yes. Monthly service is month to month with 30 days notice. There is no annual contract and no cancellation fee.

Your accounting file is in your name, so it goes with you, and we hand off cleanly to whoever is next.

Get your monthly close off your plate

Twenty minutes on the phone and you'll have a flat quote within a day.

Book a free 20-minute call 805-225-4959