About this service
Each month we categorize your income and expenses, reconcile your bank and credit card accounts, and send you simple reports. At year end your books are ready for your tax return.
What's included
- Categorizing every transaction
- Bank and credit card reconciliations
- A monthly profit and loss statement and balance sheet
- Year-end books ready for your tax preparer
- A person to ask when something looks off
How it works
Talk it through
Book a time to tell us about your business and what you need.
We get set up
You share access to your accounts and records; we set up what is missing.
Work done on schedule
Each month or quarter we do the work and send you clear reports.
Ready at tax time
Your books are in order when your return is due.
Who it's for
- Small businesses without an in-house bookkeeper
- Owners who want to stop doing books at night
- Businesses that fell behind and need to catch up
Questions
Which software do you use?
Usually QuickBooks Online. If you already use other software, tell us and we will tell you whether we can work in it.
