Bookkeeping and payroll for U.S. small businesses
Monthly books in QuickBooks Online, reconciled and explained, and payroll that runs on time in Gusto. For restaurants, medical practices, construction and trade businesses, consultants and other small businesses that want to know their numbers without doing the books themselves.
Flat monthly fee, quoted after a free call, 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 and food businesses, medical and professional practices, construction and trade contractors, consultants and agencies, real estate investors, and short-term and long-term rental owners.
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 in Gusto, with quarterly and year-end filings checked
- A year-end package ready for your tax return
Catch-up and cleanup
Months or years behind? We catch up oldest month first, fix miscategorized transactions and duplicates, and leave you with clean opening balances. Quoted separately.
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 QuickBooks Online file and connect Gusto if you run payroll.
- 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 QuickBooks Online (or I set up a file)
- Bank, card and loan feeds connected
- Receipts for anything paid outside the business accounts
- Gusto access, if I run payroll
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.
Do you use software other than QuickBooks Online?
QuickBooks Online is what I use and know best. If you're on something else, we talk about whether to move.
Is payroll included?
Payroll in Gusto can be added to your monthly bookkeeping. It's quoted together, so you get one flat fee.
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.