Most small businesses do not have bad books so much as stale ones. Transactions pile up uncategorized, accounts drift from their statements, and by the time anyone looks, the numbers are six months old and no longer answer any useful question.
Closed every month
Books are reconciled and closed within days of month end — not reconstructed the following spring.
Every account tied out
Each bank, card, and loan account matched to its statement, with differences chased rather than plugged.
Statements you can read
A P&L and balance sheet structured so you, a lender, and your CPA all read the same numbers.
Questions answered while fresh
Anything ambiguous gets raised the same month, while someone still remembers what it was.
What we handle
- Categorize every transaction against a chart of accounts built for your industry
- Reconcile each bank, credit-card, and loan account against its statement
- Post adjusting entries so the period actually closes
- Deliver a profit and loss statement and balance sheet within days of month end
- Flag anything that looks wrong while it is still recent enough to fix
Problems this fixes
- Books that are always a few months behind whatever question you are asking
- Accounts that have never been reconciled, so the balance is a guess
- A chart of accounts inherited from a template that does not match the business
What you end up with
You get a current, reconciled picture every month — and your CPA gets a clean starting point instead of a reconstruction project.
We keep the books. You run the business.
Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.
View pricingHow It Works
Free review
We look at where your books actually stand — no obligation, no charge.
Scope and quote
You get a fixed price or a package recommendation before any work starts.
We do the work
Inside your accounting file, so you can see everything as it happens.
Ongoing close
Books stay current month to month, ready for your CPA at tax time.
Monthly Bookkeeping — Frequently Asked Questions
How quickly do I get my monthly reports?
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Do you work in my existing accounting file?
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What do you need from me each month?
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Talk through monthly bookkeeping
The consultation is free, and you will leave it knowing what the work involves and what it costs.
- Done-for-you
- Solo or group
- Nationwide
Get Started
Tell us where your books stand and we will get back to you shortly.
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