Monthly bookkeeping ยท small business

Monthly bookkeeping that keeps you ready โ€” not behind.

We take the books off your plate so you always know where your business stands โ€” and tax season stops being a fire drill. For small businesses across the U.S., served remotely through a secure client portal.

โœ•Months behind and dreading the catch-up
โœ•A shoebox (or inbox) full of receipts
โœ•Year-end panic and surprise tax bills
โœ•No idea if you're actually profitable

Get a monthly bookkeeping quote

Tell us a little about your business โ€” we reply with a flat monthly price, usually same day.

NationwideU.S. businesses & families served
0+Years in business
0.0โ˜…Average client rating
0Dedicated bookkeeper who knows your business
Hands organizing client documents into green folders on a wooden desk
What's included

Everything your books need, every month

A clean monthly close, done by a real person โ€” not a bot and not an overseas mill.

Teal folder tab dividers in an organized monthly file
  • Bank & credit-card reconciliation
  • Categorized income & expenses
  • Connected bank / card / Stripe feeds
  • Monthly profit & loss statement
  • Balance sheet & cash-flow view
  • Quarterly review call
  • Year-end tax-ready package
  • Catch-up for prior months if needed
  • Everything secured in your client portal

Three simple steps. No office visit.

Secure from first upload to final signature.

Phone and a folder of documents ready to upload on a sunlit desk
01

Upload securely

Send your documents through the encrypted client portal from any device โ€” no office visit, no mailing originals.

Open laptop ready for a video consult on a warm sunlit desk
02

Meet by video

Talk it through on a video consult. We review your situation and map exactly what you need, in plain English.

Brass pen resting on a signed document with an embossed seal
03

We file โ€” you e-sign

We prepare your return or books, you e-sign online, and we stay in touch year-round through the portal.

Simple monthly plans

Pick the plan that fits your volume

Flat monthly pricing. Cancel anytime โ€” no long-term contract.

StarterSole proprietors & new LLCs keeping it simple.
$450/mo
  • Monthly reconciliation
  • Up to 2 accounts ยท up to 100 transactions/mo
  • Monthly P&L
  • Quarterly review call
  • Year-end tax-ready package
Most popular
GrowthEstablished businesses that need clean monthly books.
$950/mo
  • Everything in Starter
  • Up to 5 accounts ยท up to 300 transactions/mo
  • Monthly email summary
  • Priority email support
Get a quote

Most popular for S-Corps

Full-ServiceFull-service books for higher-volume businesses.
$1,450+/mo
  • Everything in Growth
  • 1099 tracking (filing quoted separately)
  • Payroll coordination
  • Tax planning touch-points
  • Priority support

Prices are starting points โ€” your quote depends on volume and number of accounts. No long-term contract.

Books + taxes, one roof

The bookkeeping feeds the tax return โ€” so nothing slips

When the same team keeps your books and files your taxes, you skip the year-end handoff, the duplicate questions, and the surprises.

Two document stacks connected by a single gold line

Clean books all year

We reconcile monthly and flag issues early โ€” so you make decisions on real numbers, not a guess.

Taxes filed without the scramble

Because the books are already right, your S-Corp, LLC, or personal return is ready โ€” no April fire drill.

Questions

Good to know before we start

Yes โ€” that's one of the most common ways clients come to us. We start with a catch-up to get prior months reconciled, then keep you current with a clean monthly close.
No. We're a remote-first practice serving small businesses nationwide. Documents move securely through your client portal, and review calls happen by phone or video โ€” wherever you are in the U.S.
We work in the major small-business accounting platforms and connect your bank, card, and payment feeds directly. You'll always have access to your own books.
Everything flows through an encrypted client portal โ€” no email attachments of sensitive statements. You upload once and it stays private.
Yes. Many clients choose the Full-Service plan so books and business tax are handled under one roof. You can also add tax prep to any plan.
Get started

Get a flat monthly price for your books

Tell us a little about your business and we'll send a clear quote โ€” usually same day. Free consultation, no obligation.

No long-term contract. Cancel anytime.