Monthly bookkeeping
Full-cycle reconciliations.
Services · Transparent monthly and project scope
Bookkeeping plans that scale with your business.
No hourly billing surprises after a busy sales month. Every ongoing plan and cleanup is quoted at a clear flat rate after a quick 20-minute diagnostic. Tax return preparation, audit, legal and investment services remain outside scope.
Starting point · Phone or video
Free books review
No charge · 20-minute ledger diagnostic
With temporary read-only accountant access to QuickBooks or Xero (or your bank volume if you are starting fresh), we check reconciliation health and tell you honestly what is working and what needs fixing.
Includes: diagnostic check and an exact flat-rate proposal for any catch-up work and ongoing monthly care.
Best for: owners unsure whether to start with a cleanup or a monthly plan.
Book a free books reviewRecurring · Online
Monthly bookkeeping
from $425 per month · tiered by volume
Hand off day-to-day ledger maintenance completely. Each month we categorise checking, savings and credit card activity, split gross sales, processing fees, refunds and sales tax across Stripe, Square, Shopify or Toast clearing accounts, verify loan principal-versus-interest splits and reconcile every ending statement balance to the penny.
Includes: Profit and Loss, Balance Sheet and Cash Flow Statement with a plain-English video or written summary, delivered by the 10th business day.
Best for: businesses with banks, cards, merchant processors and loans to keep reconciled.
Ask about monthly bookkeepingProject · Online or studio
Catch-up cleanup
from $650 · flat-rate project
Falling behind happens to thriving business owners every day. We audit your ledger forward from your last filed tax return, clear bloated Undeposited Funds and negative opening-balance equity errors, and move accidental personal expenses into Owner Draw.
Includes: judgment-free reconstruction of unreconciled months, duplicate bank feeds and commingled charges, ending in clean tax-ready books.
Best for: books untouched since last tax season, or DIY QuickBooks rules that doubled your income.
Ask about cleanupAnnual · Online
Year-end CPA package
$450 standalone · included with annual plans
Skip the March scramble for receipts and statements. Every January we assemble a complete CPA Tax Binder and work directly with your CPA so tax season feels effortless.
Includes: reconciled December 31 trial balances, year-over-year comparative P&L variances, December loan and bank statements, itemised equipment purchases over $2,500 and 1099 totals.
Best for: owners who want their CPA to receive tied-out books on the first pass.
Ask about year-endRecurring · Add-on back-office desk
Payables and invoicing
from $340 per month · add-on
We set up a digital inbox through Dext, Bill.com or Melio where vendor invoices are captured, matched against terms and queued for your one-click weekly payment approval, paired with organised customer invoicing and gentle past-due reminders.
Includes: vendor bill capture, scheduled approval batches, client invoices, receivables ageing follow-up and 13-week cash-flow visibility.
Best for: growing teams ready to offload bills and client billing follow-up.
Ask about payablesRecurring · Gusto, ADP or QuickBooks Payroll
Payroll and 1099s
from $195 per month
Net paycheck withdrawals never show the true story of employer payroll taxes, 401(k) deferrals, health insurance deductions or officer S-Corp wages. We coordinate payroll runs and post detailed gross-to-net journal entries by department.
Includes: biweekly or semi-monthly payroll support, signed W-9s collected before new contractors are paid, and 1099-NEC e-filing ahead of the January 31 deadline.
Best for: teams already running payroll in Gusto, ADP or QuickBooks Payroll.
Ask about payrollFixed monthly pricing, reviewed yearly