Monthly bookkeeping

Monthly bookkeeping that keeps you ready, not behind.

We close your books every month, so you always know where the business stands. Remote, anywhere in the U.S.

Get a monthly bookkeeping quote

Two quick steps. We reply with a flat monthly price, usually the same day.

Step 1 of 2

About how much does the business bring in a year?

Sound familiar?

Behind is normal. Staying there is optional.

Months behind on the books.
A shoebox, or an inbox, full of receipts.
Year-end panic.
No idea if the business is actually profitable.
What's included

Closed monthly. Open any time.

We close your books every month. You see everything in your secure client portal.

  • Bank and credit-card reconciliation
  • Connected bank, card and Stripe feeds
  • Categorized income and expenses
  • Monthly profit and loss, balance sheet and cash flow
  • Quarterly review call
  • Year-end tax-ready package
  • Catch-up for prior months if needed
How it works

Three steps. No office visit.

01

Connect

Link your bank, card and payment accounts through the secure portal.

02

We close the month

We reconcile, categorize and send your reports.

03

We review

A call each quarter to go over the numbers.

Simple monthly plans

Pick the plan that fits your volume

Flat monthly plans, quoted for your books. No long-term contract. Cancel anytime.

StarterSole proprietors & new LLCs keeping it simple.
  • 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.
  • 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.
  • Everything in Growth
  • 1099 tracking (filing quoted separately)
  • Payroll coordination
  • Tax planning touch-points
  • Priority support

Your quote depends on volume and number of accounts.

Books + taxes, one roof

Books and taxes, same hands.

The team that keeps your books files your return. No year-end handoff. No duplicate questions. Tax prep is quoted separately.

See business taxSee tax planning
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 about your business. We reply with a quote, usually the same day.

No long-term contract. Cancel anytime.