Bookkeeping that is ready for taxes, lenders and investors every month.
QuickBooks Online books closed by the 15th of the following month, reconciled to the bank, with a P&L, balance sheet and a short note on what changed. Your tax return becomes a formality.
Owner-run businesses with 20–500 transactions a month, startups reporting to investors, and anyone whose books are behind.
What's included
- Monthly categorization and bank/credit-card reconciliation
- Accounts receivable and payable tracking
- Monthly P&L, balance sheet and cash-flow statement
- Sales-tax and payroll figures fed straight into filings
- Catch-up and clean-up projects (fixed quote)
- QuickBooks Online setup, chart of accounts, app connections (Stripe, Shopify, Square, Amazon)
- Year-end package handed to the tax preparer — who is us
- 1099-NEC preparation in January
Also in Accounting Services
How it works
We look at your current file or bank statements and tell you whether you need a clean-up first and what it costs.
Chart of accounts built for your industry and your tax return, bank feeds connected, rules created.
We close the month by the 15th and send the statements with a plain-English note.
A 30-minute call each quarter on margins, cash and the tax estimate.
Questions we hear most
Do I have to use QuickBooks?
We work primarily in QuickBooks Online and can support Xero. If you are on desktop software or spreadsheets, migration is part of setup.
What if my books are two years behind?
A catch-up is a fixed-price project, usually completed in 2–4 weeks. It is often required before we can file late returns.
Is there a transaction limit?
Plans are priced by monthly transaction volume. We tell you the tier after the diagnostic and re-check it once a year.
Talk to us this week.
A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.