Bookkeeping
Bookkeeping, done properly, every month.
We record, sort and reconcile every transaction, then send you reports you can actually read. Your books stay accurate, and you get on with your day.
The Problem
Sound familiar?
All of that is normal, and all of it is fixable. Good bookkeeping isn’t complicated. It just has to happen every month, without skipping. That’s the part we take on.
I haven’t looked at my books in months.
I think we’re profitable, but I couldn’t prove it.
Tax time is a scramble every year.
My spreadsheet stopped making sense a while ago.
What’s included
What’s included
Every transaction recorded, every account reconciled, and a clear report every month.
Transaction recording
We record every payment, deposit and expense and put each one in the right category.
Bank and card reconciliation
We match your books to your bank and card statements every month and chase down anything that doesn’t line up.
Monthly financial reports
A profit and loss statement, balance sheet and cash flow report, with a short note on what changed.
Expense tracking
See where the money is going and spot costs that are creeping up.
Chart of accounts setup
We organize your accounts so the reports make sense for your kind of business.
Cleanup and catch-up
Behind by a few months, or a few years? We’ll bring everything up to date.
How it Works
How it works
We connect your accounts
Bank accounts, credit cards and the software you already use.
We clean up what’s there
Anything behind or messy gets sorted first.
We close your books each month
Every transaction reviewed, categorized and reconciled.
You get your report
A summary you can read quickly, and a chance to ask us anything.
FAQ
Common questions
How often will I get reports?
Every month, shortly after we close the books. If you want something more often, just ask.
Which software do you use?
We can work in the accounting software you already have. If you don’t have any yet, we’ll help you choose one that fits.
What do you need from me?
Access to your bank and card accounts, and a quick answer when we have a question about a transaction. That’s about it.
Can you work with my CPA?
Yes. We’re happy to work with your CPA or tax preparer and give them what they need.