Bookkeeping Services for Small Businesses

Tax season shouldn’t feel like a scramble every year.

Get your books in order now!

Our bookkeeping services are designed for small- and medium-sized businesses that need reliable bookkeeping without the overhead of building a full in-house team. We handle the day-to-day accounting, from transaction recording, reconciliations, and monthly closes, so you always have an accurate, up-to-date picture of your business.

Whether you’re managing cash flow or just trying to stay ahead of tax season, we deliver clean financials and consistent reporting you can actually use to make decisions.

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financial table
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Cost-Effective Financial Support

Accurate,
Tax-Ready Books

More Time to Run Your Business

Clear Financial Visibility

Bookkeeping:
Pick the perfect plan

Explore our pricing options tailored for your needs. Each plan is designed to provide value and support, whether you’re just getting started or looking for more advanced features.

Basics

Simple, accurate bookkeeping every month. Best for solo owners with < $50k monthly expenses.

$250

/month

Essential

MOST POPULAR

Clear numbers that support growth. Best for growing businesses, multiple accounts, < $75k monthly expenses.

$350

/month

Professional

Hands-on support and advanced reporting. Best for multi-entity businesses, < $100k monthly expenses.

$850

/month

Offer Valid May 2026

ONE FREE MONTH
Discount Code!

Valid for May 2026 only, we are offering one free month of bookkeeping.  Just complete click “Get Discount Code” below to get the discount code emailed directly to you.  See store for details.

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Our Bookkeeping Services

Monthly Bookkeeping

Establish a disciplined, accurate closing process that keeps your general ledger current, compliant, and decision-ready.

  • Account Reconciliation: Balance all bank, credit card, loan, and merchant processing accounts at the close of every month.
  • Transaction Categorization: Ensure accurate coding of all income, operating expenses, and capital expenditures under clear accounting standards.
  • Financial Statement Delivery: Provide timely monthly reporting packages, including the Balance Sheet, Income Statement, and Cash Flow statement.
  • Audit & Tax Readiness: Maintain clean general ledger data and supporting schedules to ensure seamless handoffs to external tax preparers or auditors.
  • Advisory & Communication: Deliver ongoing support to answer day-to-day accounting questions and process necessary ledger adjustments.

Cleanup and Catch-Up

Bring backlogged, unorganized, or historical financial records fully up to date with a comprehensive ledger review.

  • Historical Reconstruction: Process and organize months or years of backlogged transactions to rebuild missing financial periods.
  • Ledger Diagnostics: Review, correct, and reclassify historical errors, misallocated expenses, and duplicate ledger entries.
  • Discrepancy Resolution: Reconcile broken ties, clear old open items, and resolve differences between bank statements and your books.
  • Chart of Accounts Clean-Up: Restructure your historical financial data to match your current business model and reporting needs.
  • Closing Support: Deliver fully reconciled financial records and audit-ready schedules to resolve outstanding compliance or tax obligations.

Financial Planning & Analysis

Translate your historical financial data into forward-looking insights to manage cash flow, evaluate performance, and support strategic growth decisions.

  • Rolling Cash Flow Forecasting: Build and maintain forward-looking cash models to project liquidity, burn rate, and runway.
  • Budgeting and Tracking: Create structured annual budgets aligned with your operational targets and tracking milestones.
  • Budget-to-Actual Variance Analysis: Deliver regular budget-to-actual reporting to identify spending trends and performance gaps early.
  • Custom Executive Reporting: Develop tailored KPI dashboards and financial packages for management, board, or investor reviews.
  • Scenario Modeling: Evaluate the financial impact of strategic choices, including hiring plans, capital expenditures, or expansion.

For more information pricing for clean-up and catch-up services or consulting services, please contact us for more information. 

Why Choose Us?

More Time for You to
Run Your Business

Running a small business means your time is best spent on the job, not in your books. Whether you’re a plumber, electrician, mechanic, or contractor, we handle the day-to-day bookkeeping so you can stay focused on serving customers and growing your business.

Cost-Effective Financial Support

We understand how small businesses actually operate, inconsistent cash flow, job-based income, and expenses that don’t always fit neatly into a box. Our approach is practical and built around that reality, giving you clean, reliable numbers that reflect what’s really happening in your business.

Contact Us For
Bookkeeping Services

The best way to get started is to complete the form below. Tell us a bit about your business and we will advise on how best to get started with bookkeeping. 

We will get back to you within 24 hours.

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Frequently Asked Questions

We handle the core monthly accounting, including transaction categorization, bank and credit card reconciliations, and monthly financial reporting. Our goal is to keep your books accurate, organized, and ready for tax preparation.

We are very transparent with our pricing, and hence have provided tiered fixed pricing above.  Pricing depends on the size and complexity of your business, including transaction volume and number of accounts. There are no contracts, and contracts are month-to-month, with 30 day notice to cancel by either party. 

Note that the monthly tiered pricing above is for the core monthly bookkeeping services.  If your books have not been maintained well until now, there may be a one-time “clean up” or “catch up” service to reconstruct the past months/years of accounting (typically estimated at 1-2 months of the monthly recurring fee). 

Our bookkeeping services are typically structured on a month-to-month basis with no long-term commitment required. You can continue, adjust, or cancel services as your business needs evolve, with simple notice terms outlined upfront. Services are automatically renewed monthly until cancelled, with 30-day notice. 

Yes. We are CPAs, and can prepare your tax returns as well, for a separate fee.  Or we can work alongside your current CPA by maintaining clean, tax-preparer ready books.  Whether we prepare your taxes or someone else does, us preparing the bookkeeping helps streamline tax filings and reduce back-and-forth at year-end.

For monthly bookkeeping clients, we update and reconcile your accounts at the end of each month and provide financial reports on a consistent timeline. (We can of course update your books more frequently than that, for an increased fee.) 

Absolutely. We offer clean-up and catch-up services to bring your books up to date, whether you’re a few months or a few years behind. These are billed as one-time charges (typically estimated at 1-2 months of the monthly recurring fee).

We primarily work with QuickBooks for small- and medium-sized businesses, and can help set up, clean up, or optimize your system to ensure everything runs smoothly. (We can work with other software as well, such as Xero or NetSuite–inquire for more information.)

No. We work with your existing accounts and tools whenever possible and can integrate directly with most major banks and platforms.

Yes. You’ll have full access to your accounting system and receive clear monthly reports so you always understand your financial position.

As much or as little as you prefer. Some clients stay hands-on, while others fully outsource the process, we adapt to your level of involvement.

We begin with a quick consultation to understand your business and current setup, then outline a clear plan to get your books in order and maintained going forward. Contact us with either the contact form or giving us a call and we will schedule a consultation.