Reconciled books and clear financial statements by the 10th of every month, for a fixed fee. For any small business, from a one-person LLC to a growing team.
Short answer: A bookkeeper records and categorizes every transaction, reconciles your bank and credit card accounts to the statements, and produces a profit & loss and balance sheet each month. We do that in QuickBooks Online for a fixed fee of $300–750 a month, with payroll, sales tax, and tax returns available from the same firm.
Good books answer the questions you actually have: Did we make money last month? Can I afford to hire? What will I owe in taxes? They also make tax season a non-event, because your preparer starts from numbers that already tie out.
Reconciliations, categorization, monthly P&L and balance sheet. For solo owners with straightforward books.
Closed by the 10th, month-end note, AR and AP tracking, light KPIs. Most popular.
Custom reports, loans and accruals, multiple entities or locations, monthly walkthrough call.
Behind on the books? Catch-up and cleanup is quoted as one fixed price before we start.
| Contractors & trades | Job costing, subcontractor 1099s, deposits and progress billing. More → |
|---|---|
| Professional services | Consultants, agencies, and practices: revenue by client, AR follow-up, owner pay planned around taxes. |
| Retail & e-commerce | Shopify, Square, Amazon and other channels reconciled to deposits, merchant fees separated, sales tax filed. |
| Real estate | Income and expenses tracked by property, mortgages split into principal and interest, ready for Schedule E or the entity return. |
| New businesses | QuickBooks set up correctly from day one, with a chart of accounts that fits how you actually operate. |
A bookkeeper keeps the day-to-day financial records and produces monthly financial statements. A CPA is a licensed accountant who can perform audits, reviews, and other attest work. Many small businesses need a bookkeeper every month and a tax preparer once a year; few need attest services. We provide bookkeeping and tax preparation, and coordinate with a CPA when a bank or contract requires a CPA-issued report.
Our fixed monthly fees are $300–350 for Essential, $350–450 for Professional, and $450–750 for Premium, depending on transaction volume and complexity. Payroll and sales tax are add-ons. You get an exact quote after we review your books.
Most clients use QuickBooks Online, and we can set it up for you. If you're already on Xero, we can work there too.
No. Monthly plans are month-to-month with 30 days' written notice to cancel.
A 15-minute call, then a fixed-fee proposal. If we're not the right fit, we'll point you to someone who is.
Book a fit call