Monthly bookkeeping for U.S. small businesses
Your books reconciled, categorized and closed every month, with reports you can actually read. For restaurants, clinics, construction and trade businesses, gyms, event businesses, retailers and other small businesses that want to know their numbers without doing the books themselves.
Starting at $97 a month, based on accounts and transaction volume.
What usually brings owners to me
- The books are months behind, and tax season is close
- Bank feeds were "categorized" by rules nobody checks
- Duplicate vendors and accounts no one can explain
- Payroll that runs, but nobody checks the filings behind it
- No idea which part of the business actually makes money
Industries I keep books for
Restaurants, clinics and healthcare practices, construction, gyms, event businesses, car rentals, convenience stores, real estate and more. See all industries.
Rental owners have their own pages: short-term rental bookkeeping and long-term rental bookkeeping.
What's included
- A clean chart of accounts that fits your business
- Every bank, card and loan account reconciled each month
- Profit and loss and balance sheet each month, with a short note on anything unusual
- Contractor payments tracked for 1099s
- Payroll recorded every period (add payroll services if you want me to run it)
- A year-end package ready for your tax return
Catch-up and cleanup
Months or years behind? Start with cleanup and catch-up, quoted separately. New business? See bookkeeping setup.
Not a fit if
You need someone on site, or a large team with a full accounting department. My work is fully remote and built for small businesses.
How it works
- 1
Free call and flat quote
Based on your accounts, transactions and payroll.
- 2
Setup or cleanup
I set up or fix your accounting file and connect your payroll system, if you have one.
- 3
Monthly close
Books closed and reports sent by the 7th of the following month, with questions batched in one short list.
What I need from you
- Accountant access to your accounting software (or I set up a file)
- Bank, card and loan feeds connected
- Receipts for anything paid outside the business accounts
- Payroll system access, if you have employees
Documents go through my secure client portal.
Bookkeeping questions
Do you work with my industry?
Most likely. I keep books for restaurants, medical practices, construction businesses, consultants and rental owners. If your business has something unusual, we talk it through on the free call.
Which accounting software do you work in?
QuickBooks Online, Xero, Zoho Books and FreshBooks. If you're on something else, we talk about whether to move.
Is payroll included?
Payroll is recorded in your books every month. If you want me to run payroll and its filings too, add payroll services, starting at $50 per employee a month.
What if I'm a year behind?
We catch up first, oldest month first, so your return can be filed. Catch-up is quoted separately.
Want books you can trust every month?
Book a free call, or send a message about your business.