Bookkeeping for small businesses and accounting firms
We catch up your books, keep them current every month and get them ready for your CPA at tax time. Less time on the books, more time for your business.
- QuickBooks bookkeeping
- Written price up front
- A bookkeeper who knows you
Bookkeeping, done for you
Pick what you need now. Add the rest when you need it.
Catch-up Bookkeeping
Behind on your books? We bring every month up to date and fix past mistakes.
Monthly Bookkeeping
Every transaction recorded, every account matched and a clear report each month.
Year-End Package for Your CPA
Clean books and the documents your CPA needs, ready for tax time.
Audit Document Preparation
The documents and reports your auditor asks for, organized and ready.
Bookkeeping for Accounting Firms
Your clients' bookkeeping, done under your name and ready for your review.
Bookkeeping only. We don't file tax returns, run payroll or perform audits. We get your books ready for the CPA, payroll provider or auditor who does.
Finance support that feels like an extension of your team
A bookkeeper who knows you
Someone familiar with your business, your accounts and your history, not a new face every month.
One list of questions
No scattered emails. Anything we need from you comes in one short list.
Reports you can read
A clear monthly report, and time to talk it through when you have questions.
Bookkeeping for your industry
We set up your books around how your business earns and spends.
Getting started is easy
Four steps from your first call to books that stay up to date.
Step 1
Book a call
Tell us about your business and where your books are today.
Step 2
Get your price
We send a written plan with what we'll do, when and what it costs.
Step 3
We catch you up
If your books are behind, we bring every month up to date first.
Step 4
We keep you current
Every month your books are done and your report arrives on time.
Ready to hand off your books?
Book a free call. We'll look at where your books are and tell you how we can help.
Frequently asked questions
I already have a CPA. Why do I need a bookkeeper?
Your CPA usually looks at your numbers once a year, at tax time. A bookkeeper keeps them right every month, so you always know where your business stands.
When tax season comes, your CPA starts with clean, matched books instead of a pile of statements. That means less back and forth and fewer surprises.
My books are months behind. Can you still help?
Yes, that's what catch-up bookkeeping is for. We go back through every month that's behind, record what's missing, fix what was entered wrong and match each account to your statements.
Once you're up to date, most clients move to monthly bookkeeping so it doesn't happen again.
What's included in monthly bookkeeping?
We record and categorize every transaction, match your bank and credit card accounts to your statements, and record payroll correctly in QuickBooks.
Each month you get a profit and loss and a balance sheet, plus one short list of anything we need from you.
Do you prepare or file tax returns?
No. We're bookkeepers. At year end we close out your books and send your CPA a package with your reports and the documents they need. Your CPA prepares and files your return.
Do you run payroll?
No. You or your payroll provider keep running payroll and filing payroll taxes. We make sure every payroll run is recorded correctly in your books and matches your bank account.
How much does it cost?
It depends on how many accounts you have, how many transactions go through them and whether your books are behind. After a short call we send you a written price, and nothing changes without your OK.
What do you need from me to get started?
Just a call to begin. If you decide to go ahead, we'll ask for access to your QuickBooks and your recent bank and card statements, and set up a safe way to share them.
Please don't send account numbers or financial records through the website.
Do you work with accounting firms?
Yes. We do bookkeeping for your clients under your firm's name. We check our work, then your team reviews and approves it before it goes to your client.