Monthly bookkeeping ยท small business

Monthly bookkeeping that keeps you ready, not behind.

We take the books off your plate so you always know where your business stands, 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, we reply with a flat monthly price, usually same day.

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NationwideU.S. businesses & families served
0+Years in business
0.0โ˜…Average client rating
Same teamKeeps your books and files your return
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, 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, 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, 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, no long-term contract.

StarterSole proprietors & new LLCs keeping it simple.
$450/mo
  • Monthly reconciliation
  • Up to 2 accounts ยท up to 200 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 500 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, your quote depends on volume and number of accounts. No long-term contract.

Books + taxes, one roof

The bookkeeping feeds the tax return, 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, 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, no April fire drill.

Questions

Good to know before we start

Yes, 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, 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, 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, usually same day. Free consultation, no obligation.

No long-term contract. Cancel anytime.