Bookkeeping & Monthly Close
Dedicated bookkeeping that keeps your bank, card and payment-processor activity categorized and reconciled every month, so you get clear financial statements and a return that takes days, not weeks.
Pricing
From $250 / month
Fixed quote confirmed before work starts.
Get a quoteReply within one business day
What's included
- Transaction categorization and bank/credit-card reconciliation
- Monthly P&L, balance sheet and cash-flow statements
- Accounts receivable and payable tracking
- Sales tax and 1099 contractor tracking
- QuickBooks Online or Xero setup and cleanup
- Quarterly review call with a tax lens
How it works
- 1
Setup or cleanup
Connect accounts, build a chart of accounts, catch up any backlog.
- 2
Monthly close
Categorize, reconcile and deliver statements by the 15th.
- 3
Quarterly review
Walk through trends, margins and tax estimates.
- 4
Year-end handoff
Books flow straight into the tax return with no re-work.
Questions about this service
Related services
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