Small-business bookkeeping
Close the books.
Open your month.
Know what came in, what went out and what needs a second look. Monthly books for owners who have a business to run.
Find your monthly planMonthly plans from $240
One bookkeeper. A regular close. Room for questions.
More than a finished spreadsheet
A report you can actually read.
Your monthly report shows income, expenses and profit, along with the balances in your business accounts. A short note explains changes from last month and lists anything still waiting on your answer.
We walk through it together in a 20-minute monthly call.
Inside your monthly report
The numbers, with context
- Activity
- Income and expenses by category, with the prior month alongside.
- Balances
- Bank and credit card reconciliations, plus a balance sheet.
- Follow-up
- Missing receipts, unclear transactions and questions to resolve.
Looking ahead · January 2027
A tidy handoff to your tax preparer.
Once December is reconciled, we assemble the year-end reports and an open-items list. With your permission, they go to your tax preparer in January. Your preparer handles tax advice and filing.
See the year-end stepsStart with the month you’re in.
A free 20-minute consultation to talk through transaction volume and any unfinished months.