Monthly bookkeeping, payroll, and cleanup work for owner-operated small businesses. We handle the numbers, close the month properly, and pick up the phone when you call. That's the whole promise.
Some clients come to us with current books and just want someone reliable running them month after month. Others need help catching up first. Both are welcome, and here is what each usually looks like.
Your books are more or less current and you want someone reliable running the monthly work. Someone who actually closes the month, keeps payroll and sales tax on track, and picks up the phone. If that is what you have been looking for, we are that.
Years behind, or full of accounts you cannot explain, or reports you do not trust. We do the cleanup work to get the file to a place your CPA can work with. Fixed fee, written scope, defined finish line.
Monthly bookkeeping is the ongoing work, with payroll rolled in if you need it. Cleanup is a scoped rebuild for files that need it first. Start with either. Come back for the other if it turns out you need both.
Full monthly closes, financials by the fifteenth, payroll processed and reconciled if you want us to run it, and a real person answering when you call. Steady, reliable bookkeeping so you can stop thinking about the books.
For books that have gotten away from you. We scope the work in writing, quote a fixed fee, and get the file to a place your CPA is happy with. Historical reconciliations, balance sheet repair, and QuickBooks restructured for how you actually run the business.
Monthly work starts with a discovery call and a written proposal. Cleanup starts with a diagnostic so we can scope it honestly. Both land in a written engagement letter and a fixed price before we start.
Fixed fee, quoted in writing before any real work starts. Priced by complexity tier set during the diagnostic. No open-ended hourly billing, no surprise invoices.
Discovery call, written proposal, then monthly work delivered by the fifteenth. Payroll, sales tax filings, and 1099s available as add-ons when your file needs them.
Only needed if your books need a rebuild first. File review, written findings, and a cleanup proposal within a week. Credited back if you engage. Yours to keep if you do not.
Where you start depends on what your books look like today. Where you end up is the same: closed month, real financials, a bookkeeper who answers when you call.
You just want a bookkeeper who runs the monthly work reliably and picks up when you call. Discovery call, written proposal, and we start.
Years behind, or full of accounts that do not add up. Diagnostic first at $250, then a scoped fixed-fee cleanup. Monthly work picks up when the file is ready.
Full reconciliations. Balance sheet reviewed. Payroll and sales tax handled if you want us on those. Financial packet by the fifteenth. Same standard however you got here.
Response within a business day, from the person actually doing your books. Written notes on what changed. A file that stays clean because someone is paying attention every month.
Two client stories with the mess that arrived, the plan, and where the file landed. Names anonymized, numbers real.
A vacation rental company recording reservation revenue gross rather than net, inflating reported income to several times the actual size of the business. A large deferred revenue balance had been recognized as income on the prior year's tax return. We built a Trust Reconciliation template that came within $290 across a $554K holding account on its first run.
Read the full caseA service business handed us a 2021 return that had never been filed and a set of books full of AI-generated plug entries. Accounts Receivable was net negative $2 million. We reclassed the year-end revenue entry, traced Undeposited Funds discrepancies to specific batches, and brought Accounts Receivable from negative $2 million to positive $329,000.
Read the full caseWe work with small businesses across a lot of sectors. But if you are in one of the four to the right, we probably speak your language already. That means less time explaining your business and more time getting the books right.
See how we work in eachBring your questions. We will tell you honestly what shape your books are in and what it would take to get where you want. Whether you engage with us or not, you will leave the call knowing more than when you got on.
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